No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other services; Claims processing; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 12 | — | $813K |
| WILLIAM C. EARHART CO., INC. EIN 93-0509592 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 13 | — | $261K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $220K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Direct payment from the plan; Claims processing 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 | $206K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $101K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $75K |
| RVK, INC. EIN 93-0910652 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $34K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $26K |
| U.S. BANK, N.A. EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (other than securities); Direct payment from the plan; Custodial (securities) Service code 18 | — | $18K |
| METROPRESORT, INC. EIN 93-0799990 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $16K |
| SARA VEGA-JUNGE EIN 94-6667029 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $8K |
| ROSE LUNA NUNEZ EIN 94-6667029 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
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 | 493 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 635 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 453 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 453 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.