No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS EIN 94-3115552 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.7M |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $249K |
| SIMPLE THERAPY, INC. EIN 46-5571185 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan Service code 12 | — | $128K |
| TEAMSTERS ASSISTANCE PROGRAM EIN 68-0048516 NONE | Other services; Direct payment from the plan Service code 49 | — | $107K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $86K |
| NORTHWEST PLAN SERVICES EIN 91-2090931 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $81K |
| PRESTIGE PRINTING EIN 83-2018068 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $63K |
| LINCOLN INVESTMENT EIN 23-1702591 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Custodial (securities); Investment advisory (plan); Consulting (general) Service code 16 | — | $50K |
| COMMONWEALTH EQUITY SERVICES, LLC EIN 04-2675571 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $9K |
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 | 5,738 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 222 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,960 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | UNITEDHEALTHCARE OF CALIFORNIA | 676 | $12.3M |
| Dental(4 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 4,954 | $3.1M |
| Vision(4 contracts) | VISION SERVICE PLAN | 2,924 | $377K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,226 | $148K |
| Prescription drug | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 91 | $458K |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,226 | $148K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,383 | — |
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.