| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES EIN 94-1749354 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $259K |
| BLUE CROSS EIN 95-3760980 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $136K |
| DELTA DENTAL EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $108K |
| KAUFMANN & GOBLE EIN 94-2614826 NONE | Actuarial; Direct payment from the plan Service code 11 | 160 WEST SANTA CLARA ST SUITE 1550 SAN JOSE, CA 95113 | $93K |
| LOCAL 467 EIN 94-0775047 PARTY-IN-INTEREST | Direct payment from the plan; Plan Administrator Service code 14 | 1519 ROLLINS ROAD BURLINGAME, CA 94010 | $77K |
| HEMMING MORSE EIN 30-0702322 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $73K |
| RXEDO INC. EIN 73-1688722 NONE | Claims processing; Direct payment from the plan Service code 12 | 7800 DALLAS PARKWAY, SUITE 460 PLANO, TX 75024 | $70K |
| AMERICAN HEALTH NONE | Other services; Direct payment from the plan Service code 49 | 7400 WEST CAMPUS ROAD, F-510 NEW ALBANY, OH 43054 | $48K |
| CRYSTAL CLEAR RX EIN 27-3009945 NONE | Direct payment from the plan; Claims processing Service code 12 | 19753 EAST PIKES PEAK AVENUE PARKER, CO 80138 | $27K |
| NEW CENTURY PARTNERS EIN 68-0189192 NONE | Investment management; Direct payment from the plan Service code 28 | 2838 UNION STREET SAN FRANCISCO, CA 94123 | $24K |
| NEYHART,ANDERSON,FLYNN & GROSBALL EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | 44 MONTGOMERY ST SUITE 2080 SAN FRANCISCO, CA 94104 | $15K |
| MATRIX FINANCIAL SOLUTIONS EIN 20-1591048 NONE | Direct payment from the plan; Investment management Service code 28 | — | $9K |
| SCRIPT CARE LTD NONE | Direct payment from the plan; Claims processing Service code 12 | 6380 FOLSOM DR. BEAUMONT, TX 77706 | $8K |
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 | 834 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 211 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,045 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,071 | $182K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,304 | — |
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.