No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LEGAL DEFENSE ADMINISTRATORS INC. EIN 45-3070832 N/A | Contract Administrator Service code 13 | — | $2.8M |
| FISHER INVESTMENTS EIN 20-2480800 N/A | Investment management fees paid directly by plan; Investment advisory (plan); Investment management fees paid indirectly by plan; Investment management Service code 27 | — | $271K |
| SALTZMAN & JOHNSON EIN 94-2376174 N/A | Legal; Direct payment from the plan Service code 29 | — | $111K |
| FRED ROWBOTHAM TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | C/O LDA, P O BOX 4859 SANTA ROSA, CA 95402 | $61K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $39K |
| PORAC LAW ENFORCEMENT NEWS EIN 94-2781391 N/A | Direct payment from the plan; Participant communication Service code 38 | — | $35K |
| PORAC EIN 23-7077256 SPONSOR | Employee (plan sponsor); Direct payment from the plan Service code 35 | — | $19K |
| P. CHRIS COULTER TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | C/O LDA, P O BOX 4859 SANTA ROSA, CA 95402 | $18K |
| STOEL RIVES LLP EIN 93-0408771 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $16K |
| DAVID J. REED, CPA EIN 45-3746634 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $15K |
| DAVID WOZINIAK TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | C/O LDA, P O BOX 4859 SANTA ROSA, CA 95402 | $12K |
| BARRY DONELAN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | C/O LDA, P O BOX 4859 SANTA ROSA, CA 95402 | $10K |
| TODD FRAIZER TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | C/O LDA, P O BOX 4859 SANTA ROSA, CA 95402 | $10K |
| HALO BRANDED SOLUTIONS EIN 03-0509520 N/A | Other services; Direct payment from the plan Service code 49 | — | $10K |
| PAYDEN & RYGEL EIN 95-3921788 N/A | Investment management; Investment advisory (plan); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 27 | — | $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 | 142,491 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 429 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 142,920 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.