No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS INC EIN 91-0681697 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $804K |
| WITHUMSMITH+BROWN EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $376K |
| VIRGINIA VIRGIL EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $234K |
| BUILDING SKILLS PARTNERSHIP EIN 26-1254255 NONE | Direct payment from the plan; Other services Service code 49 | — | $231K |
| MCMORGAN & COMPANY LLC EIN 52-2334338 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $195K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $188K |
| LETICIA CAAMANO EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $126K |
| ANALYN CAMANAG EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $123K |
| MARITZA MARRUFO EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $113K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $99K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $83K |
| ERIK G SANCHEZ EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $81K |
| SEGAL ADVISORS INC EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $75K |
| VILLASENOR MARICELA EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| SALTZMAN & JOHNSON EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $63K |
| JAMES M ALTIERI EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $59K |
| RAY NANN EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $59K |
| LARRY SMITH EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $59K |
| AABCO PRINTING EIN 94-1553665 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $53K |
| IRON MOUNTAIN EIN 23-2588479 NONE | Direct payment from the plan; Other services Service code 49 | — | $22K |
| STEPHEN HORN INSURANCE SERVICES | Insurance brokerage commissions and fees Service code 53 | — | $18K |
| US BANK EIN 31-0841368 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $18K |
| FREMONT BANK EIN 94-1569025 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $14K |
| ANTHEM BLUE CROSSLIFE & HEALTH INS. EIN 95-4331852 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $8K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Claims processing; Direct payment from the plan; Other services Service code 12 | — | $6K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 19 | — | $5K |
| STEPHEN HORN INSURANCE SVC. EIN 94-3249244 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $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 | 9,327 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 35 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,362 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF CALIFORNIA | 14,160 | $2.9M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 29,316 | $391K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 36 | $116K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 9,253 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,316 | — |
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.