No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Contract Administrator; Float revenue; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $777K |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 13 | — | $235K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $156K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $125K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $83K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $68K |
| SALTZMAN & JOHNSON LAW CORP. EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $59K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $33K |
| U.S. BANK, N.A. EIN 31-0841368 NONE | Custodial (securities); Investment management fees paid indirectly by plan; Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $30K |
| BEST DOCTORS, INC. EIN 04-2908444 NONE | Direct payment from the plan; Other services Service code 49 | — | $26K |
| RVK, INC. EIN 93-0910652 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $25K |
| METROPRESORT, INC. EIN 93-0799990 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $22K |
| CENVEO EIN 84-1250534 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $22K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $15K |
| ILLUMINATION MEDICAL INC. EIN 20-0105846 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $11K |
| JAKE ANDERSON TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 3140 NE BROADWAY ST. PORTLAND, OR 97232 | $7K |
| WANDA TURNER TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 3140 NE BROADWAY ST. PORTLAND, OR 97232 | $7K |
| JILL COERT TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 3140 NE BROADWAY ST. PORTLAND, OR 97232 | $6K |
| JOHN STEPHENS, JR. TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 3140 NE BROADWAY ST. PORTLAND, OR 97232 | $5K |
| JOSEPH H. HERRLE & ASSOC. INS. CO. EIN 93-0692196 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $5K |
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 | 580 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 551 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNIMERICA LIFE INSURANCE COMPANY | 538 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 538 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.