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 | — | $773K |
| BUILDING SKILLS PARTNERSHIP EIN 26-1254255 NONE | Other services; Direct payment from the plan Service code 49 | — | $219K |
| MCMORGAN AND COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $205K |
| VIRGINIA VIGIL EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $203K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $198K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $116K |
| ANALYN CAMANAG EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $115K |
| LETICIA CAAMANO EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $115K |
| MARITZA MARRUFO EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $105K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $92K |
| SEGAL ADVISORS, INC EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $75K |
| ERIK SANCHEZ EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| AABCO PRINTING EIN 94-1553665 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $70K |
| SALTZMAN AND JOHNSON EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $63K |
| CHARLES GILCHRIST EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $60K |
| JAMES M. ALTIERI EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $60K |
| LARRY SMITH EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $60K |
| RAY NANN EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $60K |
| VILLASENOR MARICELA EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| STEPHEN HORN INSURANCE SVCS EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $23K |
| IRON MOUNTAIN EIN 23-2588479 NONE | Direct payment from the plan; Other services Service code 49 | — | $16K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $14K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $13K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $8K |
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 | 9,088 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 38 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,126 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF CALIFORNIA | 16,266 | $2.6M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 27,404 | $247K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 72 | $185K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 9,041 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,404 | — |
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.