No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | — | $85.8M |
| NORTHWEST ADMINISTRATORS INC EIN 91-0681697 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $927K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $757K |
| MCMORGAN & COMPANY LLC EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $230K |
| VIRGINIA VIRGIL EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $226K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $151K |
| LETICIA CAAMANO EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $140K |
| ANALYN CAMANAG EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $137K |
| ANTHEM BLUE CROSSLIFE & HEALTH INS. EIN 95-4331852 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $106K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $103K |
| SUBURBAN PRESS, INC. EIN 94-2477030 NONE | Direct payment from the plan; Copying and duplicating; Other services Service code 36 | — | $95K |
| ERIK G SANCHEZ EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $95K |
| AABCO PRINTING EIN 94-1553665 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $89K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $75K |
| JAMES M ALTIERI EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $66K |
| SALTZMAN & JOHNSON EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $66K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $64K |
| LARRY SMITH EIN 94-1206350 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $64K |
| RAY NANN EIN 94-1206350 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $62K |
| ELIA ESPERANZA RIVERA EIN 94-1206350 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| IRON MOUNTAIN EIN 23-2588479 NONE | Other services; Direct payment from the plan Service code 49 | — | $43K |
| MARITZA MARRUFO EIN 94-1206350 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| STEPHEN HORN INSURANCE SVC. EIN 94-3249244 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $23K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $21K |
| FREMONT BANK EIN 94-1569025 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $14K |
| ACADEMY OF LANGUAGES, LLC EIN 26-0043670 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| SERVICE PRINTING CO INC EIN 91-0830372 NONE | Copying and duplicating; Other services Service code 36 | — | $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 | 10,280 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,319 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 3,037 | $1.3M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 29,703 | $392K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 9,388 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,703 | — |
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.