No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CARPENTERS SOUTHWEST ADMIN. CORP. EIN 95-3687194 AFFILIATED ADMIN. CORP. | Claims processing; Contract Administrator Service code 12 | — | $6.8M |
| INDEPENDENCE ADMINISTRATORS EIN 23-2184623 NONE | Contract Administrator; Claims processing Service code 12 | — | $6.5M |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing Service code 12 | — | $3.4M |
| SHANLEY APC EIN 87-3029070 NONE | Legal Service code 29 | — | $726K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Actuarial Service code 11 | — | $393K |
| COMPSYCH CORPORATION EIN 36-3739783 NONE | Other services Service code 49 | — | $375K |
| UNION PRESS EIN 20-5488248 NONE | Copying and duplicating Service code 36 | — | $228K |
| YOUSIF CAPITAL MANAGEMENT EIN 86-1880507 NONE | Investment management Service code 28 | — | $122K |
| VIRTA MEDICAL EIN 36-4841662 NONE | Consulting (general) Service code 16 | — | $87K |
| SAGEBRUSH ANALYTICAL SOLUTIONS EIN 47-4911360 NONE | Other services Service code 49 | — | $68K |
| MANATT, PHELPS & PHILIPPS LLP EIN 95-2375841 NONE | Legal Service code 29 | — | $47K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $43K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $41K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services Service code 49 | — | $40K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $35K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $26K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal Service code 29 | — | $15K |
| INVESCO ADVISERS INC EIN 58-1707262 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $12K |
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 | 36,567 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 36,567 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 36,783 | $181.1M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 91,510 | $20.8M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 91,510 | $20.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 84,810 | $1.5M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 84,810 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91,510 | — |
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.