No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARATHON HEALTH NONE | Other services Service code 49 | 10 W MARKET ST STE 2900 INDIANAPOLIS, IN 46204 | $1.7M |
| SAV RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Claims processing Service code 12 | — | $1.3M |
| DENTWELL (DBA SYLVASON LLC) EIN 81-0780638 NONE | Other services Service code 49 | — | $1.2M |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Plan Administrator Service code 14 | — | $600K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Contract Administrator Service code 12 | — | $426K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general) Service code 16 | — | $57K |
| MCCRACKEN, STEMERMAN & HOLSBER EIN 94-1709555 NONE | Legal Service code 29 | — | $43K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $35K |
| ALLIANT INSURANCE SERVICES, INC NONE | Consulting (general) Service code 16 | 1301 DOVE ST STE 200 NEWPORT BEACH, CA 92660 | $26K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Contract Administrator Service code 13 | — | $24K |
| SEGAL MARCO ADVISORS EIN 95-6254718 NONE | Investment advisory (plan) Service code 27 | — | $20K |
| VOYA NONE | Investment management Service code 28 | 230 PARK AVE FL 14 NEW YORK, NY 10169 | $14K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Other services Service code 49 | — | $9K |
| MICHAEL SUROWITZ COMPLIANCE VERIFIC NONE | Accounting (including auditing) Service code 10 | 23438 BALMORAL LN WEST HILLS, CA 91307 | $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 | 3,499 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,935 | $17.1M |
| Dental | INTERNATIONAL HEALTHCARE, INC. - SIMNSA | 1,935 | $5.0M |
| Vision | VISION SERVICE PLAN | 2,315 | $172K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,721 | $1.5M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,721 | $1.5M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,721 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,315 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.