No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS EIN 94-3115552 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.3M |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $196K |
| CHIROMETRICS, INC. EIN 33-0704808 NONE | Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $136K |
| TEAMSTERS ASSISTANCE PROGRAM EIN 68-0048516 NONE | Other services; Direct payment from the plan Service code 49 | — | $112K |
| KAUFMANN & GOBLE ASSOCIATES, INC. EIN 94-2614826 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $76K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| MAMMINI EIN 47-0879697 NONE | Direct payment from the plan; Investment advisory (plan); Consulting (general); Investment management fees paid directly by plan; Custodial (securities) Service code 16 | — | $37K |
| STUDIO BLUE DIGITAL PRINT EIN 27-3768140 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $23K |
| UNION OFFSET INC. EIN 94-2954408 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $17K |
| ELITE ADMINISTRATION & INSURANCE GR EIN 36-2238689 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $8K |
| ROAD RUNNER INC EIN 68-0355504 NONE | Other services; Direct payment from the plan Service code 49 | — | $7K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan Service code 28 | — | $6K |
| BRUCE HEID TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | P.O. BOX 757 PLEASANTON, CA 94566 | $5K |
| JESSE CASQUEIRO TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | P.O. BOX 757 PLEASANTON, CA 94566 | $5K |
| STACEY ALVELAIS TRUSTEE | Direct payment from the plan; 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 | 6,265 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 229 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,494 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | UNITED HEALTHCARE OF CALIFORNIA | 1,462 | $14.5M |
| Dental(4 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 4,459 | $3.1M |
| Vision(4 contracts) | VISION SERVICE PLAN | 3,584 | $422K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,442 | $119K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 69 | $399K |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,442 | $119K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,608 | — |
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.