No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LABORERS FUND ADMINISTRATION EIN 94-1563547 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $9.9M |
| ANTHEM BLUE CROSS LIFE AND HEALTH I EIN 95-4331852 NONE | Float revenue; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $4.5M |
| MCMORGAN & COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $495K |
| OPTUM RX EIN 33-0441200 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $495K |
| EPLAN EIN 20-3720767 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $364K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $248K |
| PACIFIC PRINTING EIN 26-4644580 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $217K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $188K |
| PLANIT EIN 83-2217196 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $138K |
| TC3 HEALTH NONE | Direct payment from the plan; Other services Service code 49 | 19732 MACARTHUR BLVD., SUITE 100 IRVINE, CA 92612 | $102K |
| MEKETA FIDUCIARY MANAGEMENT EIN 47-2126910 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $96K |
| BULLIVANT HOUSER BAILEY EIN 93-1129534 NONE | Legal; Direct payment from the plan Service code 29 | — | $84K |
| WEINBERG, ROGER, ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $72K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $69K |
| HEALTHX INC. EIN 35-1928243 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $62K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $49K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $34K |
| THE VIRTUOUS GROUP EIN 27-0365275 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $25K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $25K |
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 | 22,846 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,796 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 25,642 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,016 | $5.3M |
| Dental(3 contracts, 3 carriers) | PRIME CARE DENTAL PLAN | 2,945 | $577K |
| Other | CLAREMONT EAP | 27,023 | $389K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 27,023 | — |
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.