No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV RX EIN 47-0527013 NONE | Claims processing Service code 12 | — | $1.1M |
| ERX PLUS LLC NONE | Other services Service code 49 | 9724 KINGSTON PIKE STE 1300 KNOXVILLE, TN 37922 | $686K |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Plan Administrator Service code 14 | — | $629K |
| ACTIVATE HEALTHCARE EIN 27-0908752 NONE | Other services Service code 49 | — | $520K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator; Claims processing Service code 12 | — | $286K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (pension) Service code 17 | — | $57K |
| HIGGS, FLETCHER, MACK LLP NONE | Legal Service code 29 | 401 W A ST STE 2600 SAN DIEGO, CA 92101 | $49K |
| MCCRACKEN, STEMERMAN & HOLSBER EIN 94-1709555 NONE | Legal Service code 29 | — | $44K |
| ALLIANT INSURANCE SERVICES, INC NONE | Consulting (general) Service code 16 | 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | $26K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $26K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Contract Administrator Service code 13 | — | $22K |
| MICHAEL SUROWITZ COMPLIANCE VERIFIC NONE | Accounting (including auditing) Service code 10 | 23438 BALMORAL LN WEST HILLS, CA 91307 | $21K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Other services Service code 49 | — | $20K |
| MUFG UNION BANK N.A. EIN 94-0304228 NONE | Other services Service code 49 | — | $15K |
| SEGAL MARCO ADVISORS EIN 95-6254718 NONE | Consulting (pension) Service code 17 | — | $15K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities) Service code 19 | — | $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 | 1,680 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,682 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,393 | $17.5M |
| Vision | VISION SERVICE PLAN | 1,322 | $201K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,576 | $167K |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,519 | $969K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 2,576 | $167K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,576 | — |
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.