No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEDGWICK CLAIMS MGMT SERVICES EIN 36-2685608 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $569K |
| ANTHEM BXBS EIN 95-4331852 NONE | Float revenue; Claims processing; Other services; Direct payment from the plan; Contract Administrator Service code 12 | — | $335K |
| ALLSUP, LLC EIN 82-2208506 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $167K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Non-monetary compensation Service code 56 | — | $149K |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 NONE | Consulting (general); Consulting fees; Actuarial; Direct payment from the plan Service code 11 | — | $82K |
| HEALTHPLAN SERVICES EIN 54-1407300 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $78K |
| MERCER HEALTH & BENEFITS LLC EIN 34-2015463 NONE | Consulting (general); Consulting fees; Direct payment from the plan; Insurance agents and brokers; Actuarial Service code 11 | — | $67K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Investment management fees paid indirectly by plan; Trustee (discretionary); Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $45K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing; Plan Administrator Service code 12 | — | $38K |
| VALUEOPTIONS, INC. EIN 54-1414194 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $33K |
| BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE/ CUSTODIAN | Float revenue; Other fees; Shareholder servicing fees; Other investment fees and expenses; Direct payment from the plan; Trustee (directed) Service code 25 | — | $33K |
| MOSS ADAMS LLP EIN 91-0189318 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| MADISON STREET PRESS EIN 94-2977418 NONE | Insurance mortality and expense charge; Consulting (general) Service code 16 | — | $24K |
| MEDCO EXPRESS SCRIPTS EIN 95-3204551 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $20K |
| PACIFIC GAS & ELECTRIC COMPANY EIN 94-0742640 PLAN SPONSOR | Plan Administrator; Account maintenance fees; Direct payment from the plan Service code 14 | — | $10K |
| STUDIO 19 EIN 87-0700041 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $10K |
| OPTUM HEALTH CARE SOLUTIONS LLC EIN 41-1591944 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $6K |
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 | 666 | 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) | 666 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLANS INC. | 189 | $1.2M |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLANS INC. | 189 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 189 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.