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 | — | $855K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $393K |
| VIRGINIA VIRGIL EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $280K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $236K |
| MCMORGAN & COMPANY LLC EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $210K |
| LETICIA CAAMANO EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $133K |
| ANALYN CAMANAG EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $131K |
| MARITZA MARRUFO EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $119K |
| AABCO PRINTING EIN 94-1553665 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $104K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $99K |
| ERIK G SANCHEZ EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| SALTZMAN & JOHNSON EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $77K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $69K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $66K |
| JAMES M ALTIERI EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $59K |
| LARRY SMITH EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $58K |
| RAY NANN EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $58K |
| ANTHEM BLUE CROSSLIFE & HEALTH INS. EIN 95-4331852 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $40K |
| IRON MOUNTAIN EIN 23-2588479 NONE | Direct payment from the plan; Other services Service code 49 | — | $31K |
| VILLASENOR MARICELA EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| STEPHEN HORN INSURANCE SVC. EIN 94-3249244 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $24K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $16K |
| FREMONT BANK EIN 94-1569025 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $14K |
| OPTUM RX EIN 33-0441200 NONE | Other fees; Direct payment from the plan; Custodial (securities) Service code 19 | — | $7K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Direct payment from the plan; Investment management fees paid indirectly by plan 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 | 10,163 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 13,786 | $2.5M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 23,860 | $353K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 0 | $9K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 7,452 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,860 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.