No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PAUL BENEFITS LAW CORP. NONE | Legal Service code 29 | 2356 GOLD MEADOW WAY SUITE 240 GOLD RIVER, CA 95670 | $55K |
| THE COLERIDGE GROUP EIN 52-6888624 NONE | Investment management Service code 28 | 8628 NORTH SKYLINE DRIVE PHOENIX, AZ 85028 | $31K |
| MORGAN STANLEY SMITH BARNEY EIN 26-4310632 NONE | Investment advisory (plan); Direct payment from the plan; Other investment fees and expenses Service code 27 | 2040 MAIN ST STE 600 IRVINE, CA 92614 | $20K |
| HUTCHINSON AND BLOODGOOD LLP EIN 95-0858589 NONE | Accounting (including auditing) Service code 10 | 550 N BRAND BLVD GLENDALE, CA 91203 | $19K |
| DIRECT DENTAL ADMINISTRATORS, LLC EIN 94-3270798 NONE | Consulting fees Service code 70 | 209 SAN ANSELMO AVE SAN ANSELMO, CA 94960 | $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 | 904 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 904 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 223 | $89K |
| Vision | VISION SERVICE PLAN (VSP) | 881 | $197K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 881 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.