No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PORAC EIN 23-7077256 PARTY IN INTEREST | Plan Administrator; Direct payment from the plan Service code 14 | — | $39K |
| MYERS-STEVENS TOOHEY & CO INC EIN 95-2637676 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $29K |
| EIDE BAILLY EIN 45-0250958 NONE | Direct payment from the plan Service code 50 | — | $6K |
| THE SEGAL COMPANY EIN 94-1050399 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $5K |
| UBS NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 2029 CENTURY PARL EAST, STE. 3000 LOS ANGELES, CA 90067 | $5K |
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 | 3,327 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 479 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,806 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | RELIASTAR LIFE INSURANCE COMPANY | 2,054 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,054 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.