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 |
|---|---|---|---|
| FUTUREPLAN BY ASCENSUS EIN 95-2889854 PLAN ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | 404 CAMINO DEL RIO SOUTH, SUITE 608 SAN DIEGO, CA 92108 | $314K |
| AGC SAN DIEGO CHAPTER INC EIN 95-1951119 PLAN SPONSOR AND ADMIN | Plan Administrator; Direct payment from the plan Service code 14 | 6212 FERRIS SQUARE SAN DIEGO, CA 92121 | $137K |
| SCHAFFER ENTERPRISES EIN 30-0858345 CONSULTANT | Consulting (general); Direct payment from the plan Service code 16 | 6870 TRADEWINDS DR CARLSBAD, CA 92011 | $31K |
| SHEPPARD MULLIN EIN 95-1463164 POLAN COUNSEL | Legal; Direct payment from the plan Service code 29 | 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES, CA 90071 | $26K |
| RBTK, LLP EIN 33-0567239 INDEPENDENT AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | 5675 RUFFIN ROARD, SUITE 300 SAN DIEGO, CA 92123 | $13K |
| WELLS FARGO BANK, N.A. EIN 52-2252204 BANK | Custodial (other than securities) Service code 18 | PO BOX 6995 PORTLAND, OR 97228 | $8K |
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 | 2,852 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,852 | 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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.