No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC EIN 91-0680697 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Copying and duplicating Service code 12 | — | $737K |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $267K |
| BLUE SHIELD OF CALIFORNIA EIN 94-0360524 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $248K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $179K |
| MILLIMAN INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $165K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $146K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $58K |
| WILMINGTON TRUST EIN 16-1486454 NONE | Float revenue; Custodial (securities); Direct payment from the plan Service code 19 | — | $45K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Insurance services; Direct payment from the plan; Other services Service code 23 | — | $35K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $34K |
| SERVICE PRINTING CO., INC. EIN 91-0830372 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $28K |
| WELLS FARGO BANK, NA EIN 94-1347393 NONE | Other services; Direct payment from the plan Service code 49 | — | $28K |
| FIRST CHOICE HEALTH NETWORK EIN 91-1272766 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $23K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| MOREL INK EIN 85-1551568 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $14K |
| AETNA LIFE INSURANCE EIN 20-1736437 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $13K |
| SUBURBAN PRESS, INC. EIN 94-2477030 NONE | Other services; Copying and duplicating; Direct payment from the plan Service code 36 | — | $13K |
| MARSH MCLENNAN AGENCY EIN 36-1436000 NONE | Insurance brokerage commissions and fees Service code 53 | — | $10K |
| SEGAL EIN 94-1503999 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $8K |
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 | 2,971 | 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) | 2,971 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC | 2,153 | $29.1M |
| Dental(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,525 | $275K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,925 | $81K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 1,357 | $2.3M |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,925 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,925 | — |
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.