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 |
|---|---|---|---|
| RAINS LUCIA STERN, PC EIN 26-1573463 NONE | Legal; Direct payment from the plan Service code 29 | — | $319K |
| MICHAEL HINCKLEY NONE | Legal; Direct payment from the plan Service code 29 | 803 HEARST AVE BERKELEY, CA 94710 | $68K |
| ANTHONY J BRASS NONE | Legal Service code 29 | 3223 WEBSTER ST SAN FRANCISCO, CA 94123 | $33K |
| CHRISTOPHER J. SHEA, ATTY AT LAW NONE | Legal; Direct payment from the plan Service code 29 | 255 KANSAS ST STE 340 SAN FRANCISCO, CA 94103 | $32K |
| BERRY WILKINSON LAW GROUP NONE | Legal; Direct payment from the plan Service code 29 | 165 N REDWOOD DR STE 206 SAN RAFAEL, CA 94903 | $29K |
| BURRELL LAW OFFICE NONE | Legal; Direct payment from the plan Service code 29 | 1306 PINE ST WALNUT CREEK, CA 94596 | $29K |
| MURPHY, PEARSON, BRADLEY & FEENEY EIN 94-2538761 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| LAW OFFICES OF DONALD NOBLES NONE | Legal; Direct payment from the plan Service code 29 | 2121 N CALIFORNIA BLVD STE 290 WALNUT CREEK, CA 94596 | $18K |
| MESSING ADAM & JASMINE EIN 47-3433162 NONE | Legal; Direct payment from the plan Service code 29 | — | $17K |
| MILLER KAPLAN ARASE, LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $10K |
| J.S. HELD, LLC NONE | Legal Service code 29 | PO BOX 23368 NEW YORK, NY 100873368 | $8K |
| ROMAN J WALKER, ATTY AT LAW NONE | Legal; Direct payment from the plan Service code 29 | 255 KANSAS STREET #340 SAN FRANCISCO, CA 94103 | $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 | 2,115 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,115 | 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.