No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $846K |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating; Contract Administrator; Direct payment from the plan Service code 13 | — | $257K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $220K |
| HANSON BRIDGETT LLP NONE | Legal; Direct payment from the plan Service code 29 | 425 MARKET STREET 26TH FLOOR SAN FRANCISCO, CA 94105 | $191K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $144K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $79K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $68K |
| U.S. BANK, N.A. EIN 31-0841368 NONE | Custodial (other than securities); Direct payment from the plan; Custodial (securities); Investment management fees paid indirectly by plan Service code 18 | — | $30K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $27K |
| RVK, INC. EIN 93-0910652 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $23K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| METROPRESORT, INC. EIN 93-0799990 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $13K |
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 | 489 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 620 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 420 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 420 | — |
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.