No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LABORERS FUND ADMINISTRATION EIN 94-1563547 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $10.2M |
| ANTHEM BLUE CROSS LIFE AND HEALTH I EIN 95-4331852 NONE | Float revenue; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 12 | — | $4.5M |
| MCMORGAN & COMPANY EIN 52-2334338 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $510K |
| EPLAN EIN 20-3720767 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $479K |
| OPTUM RX EIN 33-0441200 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $434K |
| PACIFIC PRINTING EIN 26-4644580 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $328K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $202K |
| PLANIT EIN 83-2217196 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $185K |
| MEKETA FIDUCIARY MANAGEMENT EIN 47-2126910 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $90K |
| BULLIVANT HOUSER BAILEY EIN 93-1129534 NONE | Legal; Direct payment from the plan Service code 29 | — | $88K |
| WEINBERG, ROGER, ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $87K |
| HEALTHX INC. EIN 35-1928243 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $65K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $58K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $50K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $43K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $37K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $34K |
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 | 22,935 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,730 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 25,665 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM BLUE CROSS HEALTH INSURANCE COMPANY | 1,902 | $4.0M |
| Dental(3 contracts, 3 carriers) | NEWPORT DENTAL PLAN | 662 | $294K |
| Other | CLAREMONT EAP | 26,405 | $364K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 26,405 | — |
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.