No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WEST COAST GROUP BENEFITS EIN 75-3042724 TRUST BROKERS | Insurance agents and brokers Service code 22 | 10809 THORNMINT ROAD, SUITE A SAN DIEGO, CA 92127 | $1.2M |
| POLYCOMP ADMINISTRATIVE SERVICES EIN 95-2889854 THIRD PARTY ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 530 B STREET, SUITE 900 SAN DIEGO, CA 92101 | $652K |
| WOLDS LAW GROUP EIN 80-0462356 TRUST ATTORNEY | Legal Service code 29 | 4747 EXECUTIVE DRIVE, STE 250 SAN DIEGO, CA 92121 | $151K |
| PLATFORM CPAS LLP EIN 88-4342576 TRUST ACCOUNTANTS | Accounting (including auditing) Service code 10 | 6510 MILLROCK DRIVE 275 HOLLADAY, UT 84121 | $37K |
| ABC OF SOUTHERN CALIFORNIA, INC EIN 95-2893577 PLAN SPONSOR/ADMIN FEES | Plan Administrator Service code 14 | 1400 NORTH KELLOGG DRIVE, STE A ANAHEIM, CA 92807 | $22K |
| JHS TAX & CONSULTING EIN 81-0865829 TRUST ACCOUNTANTS | Accounting (including auditing) Service code 10 | 135 TOWN COUNTRY DRIVE DANVILLE, CA 94526 | $13K |
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 | 2,010 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,010 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 1,675 | $21.8M |
| Dental | DELTA DENTAL | 1,673 | $750K |
| Vision | AETNA VISION | 1,254 | $104K |
| Life insurance | UNITED HEALTH CARE LIFE INSURANCE COMPANY | 1,419 | $78K |
| Other | BLUE SHIELD OF CALIFORNIA | 1,675 | $17.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,675 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.