No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES EIN 94-1749354 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $371K |
| BLUE CROSS EIN 95-3760980 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $157K |
| DELTA DENTAL EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $119K |
| NWPS EIN 91-2090931 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $102K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $77K |
| U.A. LOCAL 467 EIN 94-0775047 PARTY-IN-INTEREST | Direct payment from the plan; Plan Administrator Service code 14 | — | $77K |
| NAVIA BENEFITS SOLUTIONS INC EIN 91-1467758 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $46K |
| SMART SOURCE CRITICAL COMMUNICATION NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 7270 MCGINNIS FERRY RD SUWANEE, GA 30024 | $45K |
| NAVITUS HEALTH SOLUTIONS EIN 04-3608530 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $39K |
| NEW CENTURY PARTNERS EIN 68-0189192 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| CRYSTAL CLEAR RX EIN 27-3009945 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $30K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| UNION DATA SYSTEMS INC. NONE | Direct payment from the plan Service code 50 | 4379 WHITEFIELD CT SANTA MARIA, CA 93455 | $15K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 959 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 271 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,230 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,660 | $11.8M |
| Vision | VISION SERVICE PLAN | 1,212 | $205K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC - STOP LOSS GROUP | 448 | $354K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,660 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.