No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SC UFCW ADMINISTRATION LLC EIN 74-3243950 ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $17.4M |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Contract Administrator; Claims processing; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4.6M |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $2.7M |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $758K |
| ACTIVE RADAR EIN 81-0843133 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $746K |
| SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $692K |
| HORIZON ACTUARIAL SERVICES INC. EIN 26-1370698 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $457K |
| SCHWARTZ, STEINSAPIR, DOHRMANN EIN 95-2077781 NONE | Legal; Direct payment from the plan Service code 29 | — | $290K |
| BARRY MITCHELL DDS EIN 95-3919508 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $256K |
| ALAN WEISS DDS EIN 95-3923895 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $243K |
| SCHNIEROW DENTAL CARE EIN 95-2969727 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $210K |
| ZAK DENTAL CORP EIN 46-0628390 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $209K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $163K |
| SMITH COMMUNICATIONS PARTNERS EIN 20-2894624 NONE | Other fees; Direct payment from the plan Service code 50 | — | $131K |
| PODIATRY PLAN INC EIN 82-2040110 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $111K |
| JOSEPH SABET DDS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1244 7TH ST STE 101 SANTA MONICA, CA 90401 | $108K |
| PATTERSON CAPITAL MANAGEMENT EIN 95-3170259 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $100K |
| SHENKMAN CAPITAL NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 461 FIFTH AVE 22ND FL NEW YORK, NY 10017 | $78K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $77K |
| LOCKTON EIN 20-3354970 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $75K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-0797057 NONE | Direct payment from the plan; Investment management Service code 28 | — | $72K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $71K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Custodial (other than securities); Custodial (securities); Investment management fees paid directly by plan Service code 18 | — | $70K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $32K |
| JULIAN SINGER DDS EIN 95-3081823 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $24K |
| CHANGE HEALTHCARE SOLUTIONS LLC EIN 20-5716594 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $22K |
| HIGHMARK CAPITAL MANAGEMENT EIN 94-3050577 NONE | Investment management fees paid directly by plan; Trustee (directed) Service code 25 | — | $18K |
| LAW OFFICE OF JOHN KAGEL EIN 77-0439762 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| SAN DIEGO DENTAL GROUP NONE | Consulting (general); Direct payment from the plan Service code 16 | 4730 3RD ST LA MESA, CA 91941 | $8K |
| MARSH & MCLENNAN AGENCY, INC. EIN 36-1436000 NONE | Insurance agents and brokers Service code 22 | — | $0 |
| OPTUM RX, INC. EIN 33-0441200 NONE | Direct payment from the plan; Float revenue; 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 | 42,812 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,508 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 59,320 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 35,584 | $220.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 35,584 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.