No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEMN BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Contract Administrator; Claims processing; Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $729K |
| HOLMAN PROFESSIONAL COUNSELING EIN 95-3943478 NONE | Account maintenance fees; Claims processing Service code 12 | — | $644K |
| DELTA DENTAL EIN 94-1461312 NONE | Account maintenance fees; Claims processing Service code 12 | — | $296K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Account maintenance fees Service code 12 | — | $99K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Account maintenance fees Service code 12 | — | $24K |
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 | 7,135 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,135 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORINA | 1,977 | $32.1M |
| Dental | SAFEGUARD HEALTH PLANS,INC | 1,204 | $423K |
| Vision | SAFEGUARD HEALTH PLANS INC | 961 | $118K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 7,547 | $3.9M |
| Other(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 8,042 | $51.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,042 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.