| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ARGUS HEALTH SYSTEMS INC.0 Filed as: ARGUS HEALTH SYSTEMS, INC. | 1300 WASHINGTON STREET KANSAS CITY, MO 64105 | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $6K | — | $6K | — |
| CDR ASSOCIATES | 2828 N. HASKELL DALLAS, TX 75204 | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $9 | — | $9 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SCPT ADMINISTRATIVE CORPORATION EIN 95-4557526 ADMINISTRATOR | Contract Administrator Service code 13 | 501 SHATTO PLACE, 5TH FLOOR LOS ANGELES, CA 90020 | $636K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial Service code 11 | 35 NORTH LAKE AVENUE, SUITE 810 PASADENA, CA 91101 | $89K |
| MILLER, KAPLAN, ARASE & CO EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | 4123 LANKERSHIM BLVD NORTH HOLLYWOOD, CA 91602 | $45K |
| NEW ENGLAND PENSION CONSULTANTS EIN 04-2927339 NONE | Investment advisory (plan) Service code 27 | 1 MAIN STREET, 8TH FLOOR CAMBRIDGE, MA 02142 | $40K |
| LAQUER, URBAN, CLIFFORD & HODGE LLP EIN 95-4047729 NONE | Legal Service code 29 | 225 SOUTH LAKE AVENUE, SUITE 200 PASADENA, CA 91101 | $25K |
| SYSTEMS SOLUTIONS GROUP EIN 52-2357489 NONE | Consulting (general) Service code 16 | 1836 MELWOOD DRIVE GLENDALE, CA 91207 | $23K |
| HARMAN PRESS EIN 95-2280466 NONE | Copying and duplicating Service code 36 | 6840 VINELAND AVENUE NORTH HOLLYWOOD, CA 91605 | $21K |
| BERNARD KOTKIN & CO.,LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 SOUTH FREMONT AVENUE, SUITE 802 LOS ANGELES, CA 90071 | $13K |
| US BANK EIN 31-0841368 NONE | Float revenue; Trustee (bank, trust company, or similar financial institution) Service code 21 | 221 SOUTH FIGUEROA ST, SUITE 210 LOS ANGELES, CA 90012 | $11K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120518 NONE | Legal Service code 29 | 4748 WISCONSIN AVENUE NW WASHINGTON, DC 20016 | $9K |
| ADVANCED INFORMATION TECHNOLOGIES, EIN 26-1421409 NONE | Consulting (general) Service code 16 | 3723 BIRCH STREET, SUITE 23 NEWPORT BEACH, CA 92660 | $7K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Consulting (general) Service code 16 | 2 EXECUTIVE CAMPUS, SUITE 400 CHERRY HILL, NJ 08002 | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,694 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,694 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | 3,446 | $0 |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | 3,446 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,446 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.