No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan Service code 12 | — | $3.0M |
| BROADREACH MEDICAL RESOURCES EIN 02-0640082 NONE | Plan Administrator; Claims processing Service code 12 | — | $1.5M |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | — | $394K |
| HORIZON ACTUARIAL SERVICES EIN 38-3647875 NONE | Actuarial; Consulting (general) Service code 11 | — | $161K |
| SEYFARTH SHAW, LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $105K |
| HMC HEALTHWORKS EIN 75-3189468 NONE | Other services Service code 49 | — | $102K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Consulting (general) Service code 11 | — | $99K |
| WOHLNER KAPLON CUTLER HALFORD ROSEN EIN 83-2856417 NONE | Legal Service code 29 | — | $74K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $69K |
| PACIFIC INCOME ADVISORS EIN 22-3283186 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $55K |
| HEALTHLINX, LLC EIN 87-0660214 NONE | Consulting (general) Service code 16 | — | $50K |
| HENNINGFIELD & ASSOCIATES, INC. EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $48K |
| BARRY MITCHELL DDS EIN 55-7843237 NONE | Consulting fees Service code 70 | — | $47K |
| PART D ADVISORS, INC. EIN 85-3689655 NONE | Consulting (general) Service code 16 | — | $34K |
| MARGO LIEWEN EIN 95-3865232 NONE | Consulting fees Service code 70 | — | $30K |
| AMERICAN SPECIALTY HEALTH GROUP EIN 33-0571188 NONE | Other services Service code 49 | — | $26K |
| IRON MOUNTAIN STORAGE EIN 23-2588479 NONE | Other services Service code 49 | — | $10K |
| MEDEXPERT INTERNATIONAL INC EIN 94-3360248 NONE | Contract Administrator Service code 13 | — | $10K |
| PODIATRY PLAN EIN 82-2040110 NONE | Claims processing Service code 12 | — | $8K |
| AJ LONGO AND ASSOCIATES EIN 95-2970212 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 5,388 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,756 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,144 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | AETNA HEALTH, INC. | 10,113 | $47.9M |
| Dental | LIBERTY DENTAL PLAN OF CALIFORNIA, INC. | 3,345 | $449K |
| Vision | VISION SERVICE PLAN | 5,331 | $544K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,862 | $401K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,113 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.