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 |
|---|---|---|---|
| CPSA EIN 47-2562237 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | P.O. BOX 31 MARTELL, CA 95654 | $1.2M |
| FIRST CLEARING LLC EIN 23-2384840 INVESTMENT ADVISOR | Investment management Service code 28 | 2801 MARKET STREET SAINT LOUIS, MO 63103 | $703K |
| GREENBURG TRAURIG LLP EIN 13-3613083 ATTORNEYS | Legal Service code 29 | 1201 K STREET STE 1100 SACRAMENTO, CA 95814 | $60K |
| WEINTRAUB TOBIN EIN 68-0231351 ATTORNEYS | Legal Service code 29 | 400 CAPITOL MALL, 11TH FLOOR SACRAMENTO, CA 95814 | $52K |
| RITA KERR, MD EIN 38-8866810 MEDICAL CONSULTANT | Consulting (general) Service code 16 | 13591 PINE GULCH CT SUTTER CREEK, CA 95685 | $30K |
| EXAMONE WORLD WIDE EIN 23-2057350 MEDICAL CONSULTANT | Consulting (general) Service code 16 | PO BOX 201392 DALLAS, TX 753201392 | $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 | 12,195 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 12,195 | 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."
No prospect flags tripped on this filing.