| Provider | Services | Address | Compensation |
|---|---|---|---|
| SC UFCW ADMINISTRATION LLC EIN 74-3243950 SALARIED ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $19.2M |
| ANTHEM BLUE CROSS LIFE AND HEALTH I EIN 95-4331852 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $4.7M |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $2.8M |
| RX TE HEALTH EIN 26-2945963 EMPLOYER | Direct payment from the plan; Consulting (general) Service code 16 | — | $782K |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $666K |
| SCHWARTZ, STEINSAPIR EIN 95-2077781 NONE | Direct payment from the plan; Legal Service code 29 | — | $592K |
| SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $555K |
| HORIZON EIN 26-1370698 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $275K |
| MITCHELL DDS, BARRY EIN 95-3919508 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $269K |
| WEISS DDS, ALAN Z EIN 95-3923895 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $261K |
| CREWS MACQUARRIE & ASSOC. EIN 38-3647875 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $215K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $151K |
| SMITH COMMUNICATION PARTNERS EIN 20-2894624 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $140K |
| PODIATRY PLAN INC EIN 82-2040110 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $114K |
| PATTERSON CAPITAL CORP EIN 95-3170259 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $108K |
| CHANGE HEALTHCARE SOLUTIONS EIN 20-5716594 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $93K |
| BLUE CROSS OF CALIFORNIA EIN 95-3760980 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $81K |
| VAVRINEK, TRINE, DAY & CO., LLP EIN 95-2648289 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $66K |
| MEKETA INVESTMENT GRP INC EIN 04-2659023 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $60K |
| LIEWEN DDS, MARGO EIN 95-3865232 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $52K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $48K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-0797057 NONE | Investment management; Direct payment from the plan Service code 28 | — | $38K |
| SHENKMAN NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 461 FIFTH AVENUE, 22ND FLOOR NEW YORK, NY 10017 | $36K |
| SINGER DDS, JULIAN EIN 95-3081823 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $31K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 PARTY IN INTEREST | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $31K |
| JAMS NONE | Legal; Direct payment from the plan Service code 29 | 1801 W. OLYMPIC BLVD PASADENA, CA 91199 | $29K |
| STATE STREET EIN 04-1867445 PARTY IN INTEREST | Direct payment from the plan; Custodial (securities) Service code 19 | — | $25K |
| NORMAN BRAND EIN 94-3208957 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| LOCKTON COMPANIES LLC EIN 95-4406118 NONE | Direct payment from the plan; Consulting (general) Service code 16 | P.O. BOX 2036 ANAHEIM, CA 92814 | $13K |
| MIDAS RECOVERY SERVICES EIN 95-4406118 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $10K |
| HIGHMARK CAPITAL MANAGEMENT EIN 94-3050577 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| OPTUM RX, INC. EIN 33-0441200 NONE | Float revenue; Direct payment from the plan; Claims processing; Other fees Service code 12 | — | $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 | 42,759 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,978 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 59,737 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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.