No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MICHELLE CHANG EIN 94-1243666 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $153K |
| WILHELMINA ALDAY EIN 94-1243666 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $103K |
| MICHAEL JACYNA EIN 94-1243666 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| GINA JEW EIN 94-1243666 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| RAEL AND LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan; Other commissions; Actuarial Service code 11 | — | $69K |
| PATRICIA MARTIN EIN 94-1243666 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| SIU PACIFIC DISTRICT PENSION PLAN EIN 94-6061923 COMMON TRUSTEES | Direct payment from the plan; Contract Administrator Service code 13 | — | $64K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $41K |
| DODGE AND COX EIN 13-0841368 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $38K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | — | $25K |
| MUFG UNION BANK N.A. EIN 94-0304228 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $19K |
| SIU PACIFIC DISTRICT SUPP. BENEFITS EIN 94-1431246 COMMON TRUSTEES | Contract Administrator; Direct payment from the plan Service code 13 | — | $16K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $11K |
| TRUCKER HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
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 | 743 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 187 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 930 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 253 | $5.8M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 339 | $115K |
| Prescription drug(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 253 | $5.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 339 | — |
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.
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.