No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA DENTAL ADMIN EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $465K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Direct payment from the plan; Consulting (pension) Service code 11 | — | $277K |
| OPTUM RX EIN 33-0441200 NONE | Direct payment from the plan; Other fees; Float revenue; Claims processing Service code 12 | — | $262K |
| PETRA CONSULTING GROUP EIN 95-4308045 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $256K |
| ANTHEM BLUE CROSS LIFE & HEALTH EIN 95-4331852 NONE | Other services; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $256K |
| TRIZETTO GROUP INC. NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 122140 DALLAS, TX 75312 | $175K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $163K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $111K |
| CPAS SYSTEMS INC NONE | Direct payment from the plan; Other services Service code 49 | — | $106K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $101K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $48K |
| VIRTUOUS GROUP NONE | Other services; Direct payment from the plan Service code 49 | 1930 VILLAGE CENTER CIR LAS VEGAS, NV 89134 | $38K |
| BNY MELLON EIN 95-3571558 NONE | Custodial (securities); Float revenue; Shareholder servicing fees; Direct payment from the plan Service code 19 | — | $36K |
| CORNWELL & BALDWIN EIN 32-0453228 NONE | Legal; Direct payment from the plan Service code 29 | — | $29K |
| GUIDEPOST SOLUTIONS, LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 707 WILSHIRE BLVD 3580 LOS ANGELES, CA 90017 | $25K |
| R.V. KUHNS & ASSOCIATES INC EIN 93-0910652 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $25K |
| PENSION BENEFIT INFORMATION NONE | Other services; Direct payment from the plan Service code 49 | 711 GRAND AVENUE, SUITE 210 SAN RAFAEL, CA 94901 | $22K |
| BARNEY & BARNEY NONE | Insurance brokerage commissions and fees Service code 53 | 9171 TOWNE CENTRE DR. SUITE 500 SAN DIEGO, CA 92122 | $16K |
| ECS IMAGING NONE | Other services; Direct payment from the plan Service code 49 | 5905 BROCKTON AVE C RIVERSIDE, CA 92506 | $14K |
| HOUSE OF PRINTING INC EIN 95-2234833 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $11K |
| AUTO DATA PROCESS EIN 22-1467904 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $6K |
| MEDICAL REVIEW INSTITUTE EIN 87-0394756 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $6K |
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 | 11,717 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,278 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,995 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 9 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 27,683 | $32.8M |
| Dental(6 contracts, 4 carriers) | HEALTH NET | 528 | $2.4M |
| Vision | HEALTH NET | 410 | $2.2M |
| Prescription drug | HEALTH PLAN OF NEVADA | 120 | $695K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,683 | — |
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.