No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Account maintenance fees; Direct payment from the plan Service code 50 | — | $62K |
| ANTHEM BLUE CROSS LIFE AND HEALTH I EIN 95-4331852 NONE | Other services; Float revenue; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $31K |
| CONDUENT LLC EIN 81-2983623 NONE | Direct payment from the plan; Account maintenance fees Service code 50 | — | $25K |
| DELTA DENTAL EIN 94-1461312 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $11K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (other than securities) Service code 18 | — | $7K |
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 | 1,797 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,225 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,022 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 854 | $5.7M |
| Dental | SAFEGUARD HEALTH PLANS, INC., CALIFORNIA CORPORATION | 72 | $2K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,624 | $415K |
| Other(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 854 | $3.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,624 | — |
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.