No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA FUND ADMINISTRATORS, LLC EIN 45-2636626 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 13 | — | $1.2M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $179K |
| DELTA HEALTH SYSTEMS EIN 94-2353289 NONE | Other services; Direct payment from the plan Service code 49 | — | $171K |
| WELLDYNE RX EIN 84-1515837 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $155K |
| MCMORGAN AND COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $36K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $29K |
| BEESON, TAYER & BODINE EIN 94-3126136 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| PRE-SORT CENTER EIN 68-0279380 NONE | Other services; Direct payment from the plan Service code 49 | — | $14K |
| LABOR BENEFITS, LLC EIN 32-0028913 NONE | Consulting fees Service code 70 | — | $13K |
| FREMONT BANK EIN 94-1569024 NONE | Custodial (other than securities); Other services; Direct payment from the plan Service code 18 | — | $10K |
| CYPRESS DENTAL EIN 82-2707232 NONE | Direct payment from the plan; Other services Service code 49 | — | $0 |
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 | 3,488 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,488 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 261 | $2.3M |
| Dental | PREMIER ACCESS INSURANCE COMPANY | 1,054 | $3K |
| Vision | VISION SERVICE PLAN | 1,709 | $299K |
| Prescription drug | UNITED AMERICAN INSURANCE COMPANY | 1,934 | $3.1M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,395 | $910K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,934 | — |
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.