No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0681697 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $797K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $235K |
| VIRGINIA VIGIL EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $173K |
| BUILDING SKILLS PARTNERSHIP EIN 26-1254255 NONE | Other services; Direct payment from the plan Service code 49 | — | $148K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $147K |
| MCMORGAN AND COMPANY EIN 52-2334338 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $138K |
| DARLENE RIVAS EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $129K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $121K |
| ANALYN CAMANAG EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| DAVID VASQUEZ EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $96K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $92K |
| MARITZA MARRUFO EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $89K |
| LETICIA CAAMANO EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| SALTZMAN AND JOHNSON EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $88K |
| AABCO PRINTING EIN 94-1553665 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $86K |
| SUBURBAN PRESS EIN 94-2477030 NONE | Copying and duplicating; Other services Service code 36 | — | $62K |
| CHARLES GILCHRIST EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $54K |
| RAY NANN EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $54K |
| LARRY SMITH EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $54K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $30K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $23K |
| STEPHEN HORN INSURANCES SVCS EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $21K |
| JM RESOURCES EIN 56-2925962 NONE | Other services; Direct payment from the plan Service code 49 | — | $18K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $17K |
| FREMONT BANK EIN 94-1569025 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $15K |
| FARRELL FRITZ NONE | Direct payment from the plan; Investment management Service code 28 | 400 RXR PLAZA UNIONDALE, NY 11556 | $15K |
| IRON MOUNTAIN RECORDS EIN 23-2588479 NONE | Direct payment from the plan; Other services Service code 49 | — | $12K |
| WELOCALIZE, INC NONE | Direct payment from the plan; Other services Service code 49 | 241 EAST 4TH STREET, SUITE 207 FREDERICK, MD 21701 | $10K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $10K |
| ALSTON & BIRD, LLP EIN 58-0137615 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| VUNITY NONE | Other services; Direct payment from the plan Service code 49 | 200 PAUL AVENUE SAN FRANCISCO, CA 94124 | $7K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $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 | 10,544 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 53 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,597 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 20,959 | $3.3M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 26,711 | $133K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 8,610 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 26,711 | — |
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.