No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES EIN 94-1749354 NONE | Other fees; Contract Administrator; Direct payment from the plan Service code 13 | — | $1.1M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $458K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $195K |
| BAY SPORT INC. EIN 77-0220228 NONE | Other services; Direct payment from the plan Service code 49 | — | $143K |
| SMART SOURCE OF CA NONE | Other services; Direct payment from the plan Service code 49 | 26001 PALU MISSION VIEJO, CA 92691 | $115K |
| UNION DATA SYSTEMS EIN 77-0418382 NONE | Other services; Direct payment from the plan Service code 49 | — | $85K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | — | $54K |
| PRUDENTIAL TRUST CO EIN 81-6705696 NONE | Investment management fees paid directly by plan; Securities brokerage commissions and fees Service code 51 | — | $53K |
| PATRIOT GROWTH INSURANCE SERVICES NONE | Consulting (general); Direct payment from the plan Service code 16 | 501 OFFICE CENTER DR STE 215 FORT WASHINGTON, PA 19034 | $48K |
| TELLUS HEALTH NONE | Other services; Direct payment from the plan Service code 49 | 27715 JEFFERSON AVE STE 103 TEMECULA, CA 92590 | $43K |
| PSG CONSULTING, LLC EIN 27-2345574 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $42K |
| ALAN D. BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $36K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Other services; Direct payment from the plan Service code 49 | 1300 HANCOCK ST REDWOOD CITY, CA 94063 | $24K |
| NEUBERGER BERMAN NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan Service code 51 | 505 SANSOME ST #2050 SAN FRANCISCO, CA 94111 | $19K |
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 | 3,014 | 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) | 3,014 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS, INC. | 5,642 | $46.8M |
| Vision | VISION SERVICE PLAN | 3,044 | $347K |
| Life insurance | STANDARD INSURANCE COMPANY | 2,959 | $120K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 1,078 | $2.7M |
| Other | UNITED BEHAVIORAL HEALTH DBA OPTUM | 2,967 | $915K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,642 | — |
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.
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.