No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SC UFCW ADMINISTRATION LLC EIN 74-3243950 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $14.2M |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Float revenue; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $3.3M |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $2.3M |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $867K |
| SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $793K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $528K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $526K |
| SCHWARTZ, STEINSAPIR, DOHRMANN EIN 95-2077781 NONE | Legal; Direct payment from the plan Service code 29 | — | $460K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $213K |
| CYPRESS INSURANCE COMPANY NONE | Direct payment from the plan; Insurance services Service code 23 | ONE CALIFORNIA ST STE 600 SAN FRANCISCO, CA 94111 | $207K |
| 1111 SYSTEMS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 695 ROUTE 46 STE 301 FAIRFIELD, NJ 07004 | $165K |
| SKIFF & ASSOCIATES CONSULTING, INC. NONE | Consulting (general); Direct payment from the plan Service code 16 | 4261 E UNIVERSITY DR STE 30-237 PROSPER, TX 75078 | $131K |
| MATRIX GROUP INTERNATIONAL INC. EIN 54-2023680 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $130K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $125K |
| KOFAX INC. EIN 33-0114967 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $115K |
| PATTERSON CAPITAL MANAGEMENT EIN 95-3170259 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $114K |
| COMPUTACENTER FUSIONSTORM INC EIN 88-0382430 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $106K |
| PODIATRY PLAN INC EIN 82-2040110 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $101K |
| WELLS FARGO BANK NA NONE | Other services; Direct payment from the plan Service code 49 | 2030 MAIN ST 7TH FL IRVINE, CA 92614 | $101K |
| BRIGHTPOINT COACHING & CONSULTING EIN 85-0743879 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $95K |
| SIRIUS COMPUTER SOLUTIONS INC. EIN 74-2836721 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $88K |
| SMITH COMMUNICATIONS PARTNERS EIN 20-2894624 NONE | Other fees; Direct payment from the plan Service code 50 | — | $86K |
| SHENKMAN CAPITAL NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 461 FIFTH AVE 22ND FL NEW YORK, NY 10017 | $80K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-0797057 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $69K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $69K |
| OPEN TEXT INC EIN 46-0525483 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $69K |
| BLYTHECO INC. EIN 33-0784232 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $55K |
| GARTNER INC EIN 04-3099750 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $49K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Custodial (other than securities) Service code 18 | — | $45K |
| C&R IT SOLUTIONS INC EIN 84-2074202 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $42K |
| XTIVIA INC. EIN 84-4054927 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $35K |
| NORTHERN TRUST EIN 36-2723087 NONE | Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 21 | — | $31K |
| OPTUM 360 SERVICES, INC EIN 46-3983926 NONE | Consulting (general) Service code 16 | — | $25K |
| CHUBB EIN 22-3253301 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $20K |
| PRECISELY SOFTWARE INC. EIN 22-1854351 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $19K |
| JMG SECURITY SYSTEM INC EIN 33-0298100 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $17K |
| VERTIV CORP. EIN 31-0715256 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $14K |
| ADP, INC. EIN 13-3036745 NONE | Recordkeeping fees; Direct payment from the plan Service code 50 | — | $14K |
| AMERICAN SHIELD PRIVATE SECURITY NONE | Direct payment from the plan; Consulting (general) Service code 16 | 11602 KNOTT ST STE 2 3 GARDEN GROVE, CA 92841 | $13K |
| PROGRESS SOFTWARE CORP. EIN 04-2746201 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $12K |
| LIFE STATUS 360, LLC EIN 94-3389460 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $11K |
| PAMELA DOHERTY EIN 36-4540538 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| BROADCOM, INC. EIN 35-2617337 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| ACCRETIVE GLOBAL INSURANCE SERVICE EIN 85-3689655 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $8K |
| LANGUAGE LINK EIN 91-1506430 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $6K |
| MARSH & MCLENNAN EIN 36-1436000 NONE | Insurance agents and brokers Service code 22 | — | $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 | 38,585 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,331 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 54,916 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 16,317 | $200.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,317 | — |
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.