No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Float revenue; Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $9.1M |
| CARPENTERS SOUTHWEST ADMIN. CORP. EIN 95-3687194 AFFILIATED ADMIN. CORP. | Contract Administrator; Claims processing Service code 12 | — | $5.9M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing Service code 12 | — | $2.3M |
| SHANLEY APC EIN 87-3029070 NONE | Legal Service code 29 | — | $768K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general) Service code 11 | — | $382K |
| COMPSYCH CORPORATION EIN 36-3739783 NONE | Other services Service code 49 | — | $292K |
| UNION PRESS EIN 20-5488248 NONE | Copying and duplicating Service code 36 | — | $223K |
| VIRTA MEDICAL EIN 36-4841662 NONE | Consulting (general) Service code 16 | — | $128K |
| YOUSIF CAPITAL MANAGEMENT EIN 86-1880507 NONE | Investment management Service code 28 | — | $126K |
| SAGEBRUSH ANALYTICAL SOLUTIONS EIN 47-4911360 NONE | Other services Service code 49 | — | $100K |
| MANATT, PHELPS & PHILIPPS LLP EIN 95-2375841 NONE | Legal Service code 29 | — | $74K |
| US BANK EIN 31-0841368 NONE | Custodial (securities) Service code 19 | — | $48K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $42K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $35K |
| BASYS EIN 52-1796473 NONE | Other fees; Other services Service code 49 | — | $15K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal Service code 29 | — | $14K |
| BOEHM & ASSOCIATES EIN 94-2361175 NONE | Insurance services Service code 23 | — | $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 | 32,789 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 32,789 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 38,044 | $170.0M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 50,704 | $18.5M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 50,704 | $18.5M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 81,088 | $1.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 81,088 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 81,088 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.