No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | 5701 KATELLA AVENUE MS CA120-0517 CYPRESS, CA 90630 | $478K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVE HARTFORD, CT 06156 | $24K |
| UNITED HEALTHCARE EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | 5701 KATELLA AVENUE CYPRESS, CA 90630 | $12K |
| GEOFFREY L. MARSH EIN 95-3402799 BROKER | Other commissions Service code 55 | 2626 SUMMER RANCH ROAD PASO ROBLES, CA 93446 | $0 |
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 | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 479 | $8K |
| Life insurance | LIBERTY MUTUAL INSURANCE COMPANY | 430 | $339K |
| Stop-loss / reinsurancereinsurance | UNITEDHEALTHCARE INSURANCE COMPANY | 902 | $96K |
| Other(2 contracts, 2 carriers) | LIBERTY MUTUAL INSURANCE COMPANY | 430 | $356K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 902 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.