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 |
|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 N/A | Accounting (including auditing); Other services; Participant communication; Claims processing; Copying and duplicating; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $784K |
| THE WAGNER LAW GROUP EIN 04-3323315 N/A | Legal; Direct payment from the plan Service code 29 | — | $307K |
| BROWN & BROWN OF WA DBA DIMARTINO A EIN 91-0378940 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $224K |
| MOSS ADAMS, LLP EIN 91-0189318 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $186K |
| WASHINGTON CAPITAL MANAGEMENT, INC EIN 91-1042342 N/A | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $73K |
| HIGHLAND CAPITAL ADVISORS, LLC. EIN 20-4284376 N/A | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $73K |
| U.S. BANK EIN 31-0841368 N/A | Custodial (securities); Securities brokerage commissions and fees; Investment management fees paid directly by plan; Direct payment from the plan Service code 19 | — | $51K |
| CHEIRON, INC. EIN 13-4215617 N/A | Direct payment from the plan; Actuarial Service code 11 | — | $47K |
| GREG MARKLEY, C/O BENEFIT PROG. ADM CHAIRMAN | Trustee (individual); Direct payment from the plan Service code 20 | 1200 WILSHIRE BLVD, FIFTH FLOOR LOS ANGELES, CA 90017 | $45K |
| GREG WILSON C/O BENEFIT PROG. ADMIN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1200 WILSHIRE BLVD, FIFTH FLOOR LOS ANGELES, CA 90017 | $39K |
| WEST COAST BUSINESS GRAPHICS, INC. EIN 91-2182455 N/A | Direct payment from the plan; Copying and duplicating Service code 36 | — | $25K |
| IAFF FINANCIAL CORPORATION EIN 30-0025729 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $20K |
| THE RHIZOME COLLABORATIVE EIN 91-1997463 N/A | Other services; Direct payment from the plan Service code 49 | — | $12K |
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 | 15,518 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,744 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4,312 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 22,574 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.