No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Direct payment from the plan Service code 50 | — | $310K |
| BENEFIT PROGRAMS ADMINISTRATION EIN 13-2501278 NONE | Plan Administrator Service code 14 | — | $283K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $71K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | — | $70K |
| RX BENEFITS INC. EIN 63-1157085 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $59K |
| THE CENTENNIAL EIN 33-0935833 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $30K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan Service code 50 | — | $18K |
| MILLIMAN EIN 91-0675641 NONE | Consulting (general) Service code 16 | — | $6K |
| UNION BANK EIN 94-0304228 NONE | Other services Service code 49 | — | $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 | 1,378 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,378 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIMNSA | 113 | $302K |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | 1,082 | $613K |
| Vision | VISION SERVICE PLAN | 1,353 | $127K |
| Life insurance | PRUDENTIAL | 1,378 | $13K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,317 | $403K |
| Other | PRUDENTIAL | 1,378 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,378 | — |
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.