No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED THIRD PARTY ADMIN EIN 94-3187938 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $995K |
| VIRGINIA VIGIL EIN 94-1206350 EMPLOYEE | Employee (plan) Service code 30 | — | $164K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | — | $161K |
| MCMORGAN AND COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan Service code 51 | — | $147K |
| BUILDING SKILLS PARTNERSHIP EIN 26-1254255 NONE | Direct payment from the plan; Other services Service code 49 | — | $122K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Insurance services Service code 16 | — | $113K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $113K |
| DARLENE RIVAS EIN 94-1206350 EMPLOYEE | Employee (plan) Service code 30 | — | $106K |
| DAVID VASQUEZ EIN 94-1206350 EMPLOYEE | Employee (plan) Service code 30 | — | $80K |
| SALTZMAN AND JOHNSON EIN 94-2376174 NONE | Legal Service code 29 | — | $75K |
| MARITZA MARRUFO EIN 94-1206350 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| LETICIA CAAMANO EIN 94-1206350 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| CHARLES GILCHRIST EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | — | $52K |
| LARRY SMITH EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | — | $51K |
| RAY NANN EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | — | $49K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal Service code 29 | — | $48K |
| AABCO PRINTING EIN 94-1553665 NONE | Copying and duplicating Service code 36 | — | $43K |
| SEGAL ADVISORS EIN 13-2646110 NONE | Consulting (pension); Investment advisory (plan) Service code 17 | — | $33K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $29K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Soft dollars commissions; Custodial (securities) Service code 19 | — | $25K |
| STEPHEN HORN EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $23K |
| IRON MOUNTAIN RECORDS EIN 04-3038590 NONE | Other services Service code 49 | — | $11K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Other services Service code 49 | — | $11K |
| FREMONT BANK EIN 94-1569025 NONE | Custodial (other than securities) Service code 18 | — | $10K |
| PURCHASE POWER NONE | Other services Service code 49 | P.O. BOX 371874 PITTSBURGH, PA 152509874 | $8K |
| DE LAGE LANDEN NONE | Other services Service code 49 | 1111 OLD EAGLE SCHOOL ROAD WAYNE, PA 19087 | $7K |
| ADP NONE | Other services Service code 49 | 504 CLINTON CENTER DR., SUITE 4400 CLINTON, MS 39056 | $5K |
| GLOBAL LANGUAGE SOLUTIONS EIN 33-0637473 NONE | Other services Service code 49 | — | $5K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan Service code 51 | — | $5K |
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 | 11,976 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 82 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,058 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | LIBERTY DENTAL PLAN OF CALIFORNIA, INC. | 16,225 | $3.6M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 29,148 | $142K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 317 | $255K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 9,537 | $26K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,148 | — |
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.
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.