No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 32-2383171 NONE | Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 13 | — | $95K |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Claims processing; Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $86K |
| EMPLOYEE 01 EIN 94-1254186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| EMPLOYEE 02 EIN 94-1254186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| RAEL & LETSON EIN 91-1701048 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $67K |
| EMPLOYEE 04 EIN 94-1254186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| EMPLOYEE 03 EIN 94-1254186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| MARINE FIREMEN'S UNION EIN 94-0740780 EMPLOYEE ORGANIZAION | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Direct payment from the plan; Participant communication; Copying and duplicating Service code 12 | — | $59K |
| TRUCKER HUSS, APC EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $35K |
| US BANK, NA EIN 31-0841368 NONE | Direct payment from the plan; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $33K |
| LEONARD CARDER, LLP EIN 94-2819269 NONE | Legal; Direct payment from the plan Service code 29 | — | $21K |
| DODGE & COX EIN 94-1441976 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $20K |
| HMC HEALTHWORKS, LLC EIN 75-3189468 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $13K |
| ULISESS CATERING SERVICES NONE | Other services; Direct payment from the plan Service code 49 | 706 ATHENS ST SAN FRANCISCO, CA 94112 | $10K |
| MEDEXPERT INTERNATIONAL, INC. EIN 94-3360248 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $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 | 289 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 106 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 395 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 156 | $3.0M |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 333 | $137K |
| Stop-loss / reinsurancereinsurance | WELLPOINT STOP LOSS | 2,336 | $486K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,336 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.