No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MET LIFE EIN 13-5581829 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $440K |
| SEDGWICK EIN 36-2685608 NONE | Direct payment from the plan; Account maintenance fees Service code 50 | — | $369K |
| ANTHEM BXBS EIN 95-3760980 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $337K |
| KAISER EIN 94-3203402 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $178K |
| ALLSUP EIN 94-0742640 NONE | Direct payment from the plan; Other services Service code 49 | — | $145K |
| VSP EIN 94-1632821 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $132K |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $100K |
| BLACKROCK INST'L TRUST CO EIN 94-3112180 NONE | Investment management fees paid directly by plan; Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Investment management; Direct payment from the plan Service code 21 | — | $91K |
| DELTA DENTAL EIN 94-1461312 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $55K |
| BANK OF NY MELLON EIN 13-5160382 NONE | Direct payment from the plan; Float revenue; Trustee (directed); Shareholder servicing fees; Other investment fees and expenses; Other fees Service code 25 | — | $46K |
| BEACON HEALTH EIN 54-1414194 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $39K |
| MEDCO EXPRESS SCRIPTS EIN 95-3204551 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $37K |
| MOSS ADAMS EIN 91-0189318 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
| XEROX CORPORATION EIN 16-0468020 NONE | Direct payment from the plan; Account maintenance fees Service code 50 | — | $25K |
| EPI-USE AMERICA EIN 58-2430345 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $24K |
| PACIFIC GAS & ELECTRIC COMPANY EIN 94-0742640 PLAN SPONSOR | Other fees; Direct payment from the plan Service code 50 | — | $14K |
| WORKCARE EIN 33-0779311 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| MATRIX ABSENSE MGMT EIN 77-0493584 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $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 | 831 | 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) | 831 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS INC. | 169 | $1.1M |
| Prescription drug | KAISER FOUNDATION HEALTH PLANS INC. | 169 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 169 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.