No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS EIN 94-3115552 NONE | Contract Administrator Service code 13 | — | $1.0M |
| CHIROMETRICS, INC. EIN 33-0704808 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $125K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | — | $101K |
| TEAMSTERS ASSISTANCE PROGRAM EIN 68-0048516 NONE | Other services Service code 49 | — | $93K |
| STAT HEALTH SERVICES EIN 27-0549176 NONE | Other services Service code 49 | — | $86K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal Service code 29 | — | $49K |
| KAUFMANN & GOBLE ASSOCIATION, INC. EIN 94-2614826 NONE | Consulting (general) Service code 16 | — | $42K |
| STUDIO BLUE DIGITAL PRINT EIN 27-3768140 NONE | Copying and duplicating Service code 36 | — | $17K |
| UNION OFFSET INC. EIN 94-2954408 NONE | Copying and duplicating Service code 36 | — | $9K |
| TELADOC, INC. EIN 04-3705970 NONE | Other services Service code 49 | — | $8K |
| QUICKRUNNER INC. EIN 68-0355504 NONE | Copying and duplicating Service code 36 | — | $7K |
| JIM BEARD TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | P.O. BOX 757 PLEASANTON, CA 94566 | $6K |
| BO MORGAN TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | P.O. BOX 757 PLEASANTON, CA 94566 | $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 | 5,127 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 197 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,324 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | UNITED HEALTHCARE OF CALIFORNIA | 1,096 | $13.2M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF CALIFORNIA | 5,887 | $2.8M |
| Vision(4 contracts) | VISION SERVICE PLAN | 3,023 | $387K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 4,150 | $88K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 17 | $44K |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 4,150 | $88K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,780 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.