No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC EIN 91-0680697 NONE | Copying and duplicating; Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $843K |
| BLUE SHIELD OF CALIFORNIA EIN 94-0360524 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan Service code 12 | — | $262K |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $236K |
| KRAW LAW GROUP, APC EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $182K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $151K |
| MILLIMAN INC. EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $129K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $65K |
| WILMINGTON TRUST, NA EIN 16-1486454 NONE | Custodial (securities); Direct payment from the plan; Float revenue Service code 19 | — | $47K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $45K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Other services; Direct payment from the plan; Insurance services Service code 23 | — | $32K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $25K |
| SERVICE PRINTING CO., INC. EIN 91-0830372 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $24K |
| SEGAL CONSULTING EIN 94-1503999 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $23K |
| WELLS FARGO BANK, NA EIN 94-1347393 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $21K |
| AETNA LIFE INSURANCE EIN 20-1736437 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $14K |
| MOREL INK EIN 85-1551568 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $11K |
| MARSH MCLENNAN AGENCY EIN 36-1436000 NONE | Insurance brokerage commissions and fees Service code 53 | — | $10K |
| RMGY INC. EIN 94-2477030 NONE | Other services; Copying and duplicating; Direct payment from the plan Service code 36 | — | $8K |
| LEGEND DATA SYSTEMS, INC. EIN 91-2097054 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $8K |
| EBIX, INC EIN 77-0021975 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
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 | 2,907 | 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) | 2,907 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 725 | $23.4M |
| Dental(3 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,497 | $262K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,903 | $67K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 1,469 | $2.4M |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,903 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,903 | — |
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.