No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CVSHEALTH EIN 05-0340626 CONTRACT ADMIN | Contract Administrator; Claims processing Service code 12 | — | $654K |
| T. ROWE PRICE ASSOCIATES, INC. EIN 52-0556948 INVESTMT MGMT | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $65K |
| ALIGHT HOLDING COMPANY, LLC EIN 82-1061233 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $47K |
| WEBTPA EMPLOYER SERVICES, LLC EIN 75-2611444 CLAIMS PROCESSOR | Claims processing Service code 12 | — | $44K |
| JPMORGAN CHASE BANK, N.A. EIN 13-4994650 TRUSTEE | Float revenue; Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $7K |
| WAGEWORKS, INC. EIN 94-3351864 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,517 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,517 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC - CALIFORNIA | 272 | $1.7M |
| Vision | VISION SERVICE PLAN | 109 | $12K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC - CALIFORNIA | 272 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 272 | — |
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.