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 | Direct payment from the plan; Contract Administrator Service code 13 | — | $3.8M |
| FISHER INVESTMENTS EIN 20-2480800 N/A | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $501K |
| SALTZMAN & JOHNSON EIN 94-2376174 N/A | Legal; Direct payment from the plan Service code 29 | — | $96K |
| FRED ROWBOTHAM TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | C/O LDA, P.O. BOX 4859 SANTA ROSA, CA 95402 | $49K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $47K |
| HALO BRANDED SOLUTIONS, INC. EIN 03-0509520 N/A | Direct payment from the plan; Other services Service code 49 | — | $36K |
| PORAC LAW ENFORCEMENT NEWS EIN 94-2781391 N/A | Participant communication; Direct payment from the plan Service code 38 | — | $35K |
| DAVID J. REED, CPA EIN 45-3746634 N/A | Accounting (including auditing); Direct payment from the plan; Consulting (general) Service code 10 | — | $33K |
| BARRY DONELAN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | C/O LDA, P.O. BOX 4859 SANTA ROSA, CA 95402 | $24K |
| STOEL RIVES LLP EIN 93-0408771 N/A | Consulting (general); Direct payment from the plan; Legal Service code 16 | — | $21K |
| PORAC EIN 23-7077256 SPONSOR | Employee (plan sponsor); Direct payment from the plan Service code 35 | — | $14K |
| QUALITY PRINTING SERVICES INC EIN 38-3899332 N/A | Direct payment from the plan; Copying and duplicating Service code 36 | — | $8K |
| SANTIAGO BALTAZAR TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | C/O LDA, P.O. BOX 4859 SANTA ROSA, CA 95402 | $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 | 149,996 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,150 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 151,146 | 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.