No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $1.0M |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $237K |
| ANTHEM BLUE CROSS OF CALIFORNIA EIN 95-4331852 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $183K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $127K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $99K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $99K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $43K |
| SIERRA HEALTH PLAN EIN 94-0734860 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $41K |
| SWIFTMD TELEMEDICINE NONE | Other services; Direct payment from the plan Service code 49 | 801 SPRINGDALE DRIVE EXTON, PA 19341 | $33K |
| GRANDFLOW EIN 94-3211239 NONE | Direct payment from the plan; Other services Service code 49 | — | $32K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Investment management; Direct payment from the plan Service code 19 | — | $25K |
| MERRILL LYNCH NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management Service code 28 | 1305 WALT WHITMAN ROAD MELVILLE, NY 11747 | $19K |
| IRON MOUNTAIN EIN 04-3038590 NONE | Direct payment from the plan; Other services Service code 49 | — | $8K |
| MARSH & MCLENNAN AGENCY LLC NONE | Insurance brokerage commissions and fees Service code 53 | 101 ENTERPRISE DRIVE, SUITE 330 ALISO VIEJO, CA 92656 | $6K |
| GFAR HEALTH SERVICES LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 1100 1ST AVENUE KING OF PRUSSIA, PA 19406 | $6K |
| MINES AND ASSOCIATES EIN 84-1028610 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $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 | 2,529 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 306 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,835 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 4,023 | $18.9M |
| Dental(3 contracts) | DELTA DENTAL OF CALIFORNIA | 1,713 | $498K |
| Prescription drug | SIERRA HEALTH & LIFE | 0 | $7K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,071 | $807K |
| Other | MANAGED HEALTH NETWORK | 2,027 | $33K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,023 | — |
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.
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.