No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SC UFCW ADMINISTRATION LLC EIN 74-3243950 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $20.2M |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Other services; Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4.5M |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $2.0M |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.6M |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $887K |
| THE SEGAL CO. (WS) INC. EIN 94-1503999 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $655K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $613K |
| SCHWARTZ, STEINSAPIR, DOHRMANN EIN 95-2077781 NONE | Legal; Direct payment from the plan Service code 29 | — | $440K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $382K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $218K |
| ADAPTIVEDGE LLC EIN 46-2827403 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $216K |
| WELLS FARGO BANK NA NONE | Direct payment from the plan; Other services Service code 49 | 2030 MAIN ST 7TH FL IRVINE, CA 92614 | $198K |
| BERKSHIRE HATHAWAY EIN 47-0813844 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $185K |
| BARRY MITCHELL, DDS EIN 55-7843237 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $176K |
| ALAN WEISS, DDS EIN 55-5159998 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $170K |
| 1111 SYSTEMS NONE | Consulting (general); Direct payment from the plan Service code 16 | 695 ROUTE 46 STE 301 FAIRFIELD, NJ 07004 | $167K |
| SKIFF & ASSOCIATES CONSULTING, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 4261 E UNIVERSITY DR STE 30-237 PROSPER, TX 75078 | $151K |
| CS MCKEE NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 2000 ERICSSON DR STE 100 WARRENDALE, PA 15086 | $142K |
| MATRIX GROUP INTERNATIONAL INC. EIN 54-2023680 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $138K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $128K |
| SIRIUS COMPUTER SOLUTIONS INC. EIN 74-2836721 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $125K |
| SMITH COMMUNICATIONS PARTNERS EIN 20-2894624 NONE | Direct payment from the plan; Other fees Service code 50 | — | $112K |
| KOFAX INC. EIN 33-0114967 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $99K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-0797057 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $91K |
| SHENKMAN CAPITAL MGMT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 151 W 42ND ST NEW YORK, NY 10036 | $86K |
| COMPUTACENTER FUSIONSTORM INC EIN 88-0382430 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $81K |
| XTIVIA INC. EIN 84-4054927 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $80K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $75K |
| MANUS 360 EIN 88-4144840 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $68K |
| GARTNER INC EIN 04-3099750 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $43K |
| SNOW SOFTWARE INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1801 E 6TH ST STE 350 AUSTIN, TX 78702 | $32K |
| BLYTHECO INC. EIN 33-0784232 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $27K |
| NORTHERN TRUST CAPITAL MANAGEMENT EIN 36-2723087 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $27K |
| OPEN TEXT INC EIN 46-0525483 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $26K |
| CHUBB EIN 22-3253301 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $22K |
| GETBRIDGE LLC EIN 56-2165109 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $22K |
| ADP EIN 13-3036745 NONE | Direct payment from the plan; Recordkeeping fees Service code 50 | — | $22K |
| PROGRESS SOFTWARE CORP. EIN 04-2746201 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $22K |
| GMI NONE | Direct payment from the plan; Consulting (general) Service code 16 | 8399 E HARTFORD DR SCOTTSDALE, AZ 85255 | $19K |
| VERTIV CORP. EIN 31-0715256 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $17K |
| CONVERGEONE INC EIN 81-4619427 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $16K |
| OPENWATER SOFTWARE, LLC EIN 87-4158546 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $13K |
| JAMS INC EIN 68-0542699 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $12K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Custodial (other than securities); Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 18 | — | $9K |
| LIFE STATUS 360, LLC EIN 94-3389460 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $7K |
| MEDEXPERT INTERNATIONAL INC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1300 HANCOCK ST REDWOOD CITY, CA 94063 | $6K |
| MARSH & MCLENNAN AGENCY LLC EIN 26-3237576 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 | 38,456 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,097 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 54,553 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 31,977 | $281.0M |
| Dental | DELTA DENTAL OF CALIFORNIA | 3,704 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 31,977 | — |
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.
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.