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 |
|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS EIN 91-1603312 NONE OTHER THAN CONTRACT | Plan Administrator; Direct payment from the plan Service code 14 | — | $327K |
| PAYDEN & RYGEL EIN 95-3921788 NONE OTHER THAN CONTRACT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $213K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE OTHER THAN CONTRACT | Legal; Direct payment from the plan Service code 29 | — | $193K |
| TIM DAVIS CONSULTING NONE | Consulting (general) Service code 16 | 550 BERCUT DR SACRAMENTO, CA 95811 | $16K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE OTHER THAN CONTRACT | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| CHEIRON, INC. EIN 13-4215617 NONE OTHER THAN CONTRACT | Direct payment from the plan; Actuarial Service code 11 | — | $13K |
| MARSH & MCLENNAN AGENCY NONE OTHER THAN CONTRACT | Insurance services Service code 23 | LOCKBOX 740663 LOS ANGELES, CA 90074 | $11K |
| PEACE OFFICERS RESEARCH ASSOCIATION NONE OTHER THAN CONTRACT | Other services Service code 49 | 2940 ADVANTAGE WAY SACRAMENTO, CA 95834 | $11K |
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 | 7,314 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,048 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,362 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.