No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Float revenue; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Claims processing; Contract Administrator Service code 12 | — | $778K |
| DELTA DENTAL PLAN OF CALIFORNIA EIN 94-1461312 NONE | Claims processing Service code 12 | — | $151K |
| MARSH & MCLENNAN AGENCY LLC EIN 26-3237576 NONE | Insurance agents and brokers Service code 22 | — | $84K |
| WORKTERRA NONE | Other services Service code 49 | 5934 GIBRALTAR DRIVE, SUITE 206 PLEASANTON, CA 94588 | $65K |
| RENGER CORPORATION EIN 27-0290605 NONE | Other services Service code 49 | — | $38K |
| LOREN MYERS & ASSOCIATES EIN 95-3879885 NONE | Other services Service code 49 | — | $18K |
| BURR PILGER MAYER EIN 81-4234542 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| 24 HOUR FITNESS CORP. EIN 94-2899899 NONE | Other services Service code 49 | — | $5K |
| HERCULES FITNESS GYM CORP. NONE | Other services Service code 49 | 600 ALFRED NOBEL DR. HERCULES, CA 94547 | $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 | 3,274 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 77 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,351 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 3,538 | $10.2M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 1 | $10K |
| Vision | VISION SERVICE PLAN | 2,840 | $265K |
| Life insurance | STANDARD INSURANCE COMPANY | 3,301 | $1.0M |
| Short-term disability | STANDARD INSURANCE COMPANY | 3,326 | $569K |
| Long-term disability | STANDARD INSURANCE COMPANY | 3,340 | $583K |
| Prescription drug(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,916 | $10.1M |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,595 | $1.1M |
| Other(4 contracts, 4 carriers) | STANDARD INSURANCE COMPANY | 3,538 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,538 | — |
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.