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 | — | $353K |
| SIMPLE THERAPY, INC. EIN 46-5571185 NONE | Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $139K |
| TEAMSTERS ASSISTANCE PROGRAM EIN 68-0048516 NONE | Other services; Direct payment from the plan Service code 49 | — | $123K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $89K |
| NORTHWEST PLAN SERVICES EIN 91-2090931 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $78K |
| MAMMINI COMPANY, INC. EIN 47-0879697 NONE | Direct payment from the plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $61K |
| PRESTIGE PRINTING EIN 83-2018068 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $34K |
| ELITE ADMINISTRATION & INSURANCE GR EIN 36-2238689 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $9K |
| COMMONWEALTH EQUITY SERVICES, LLC EIN 04-2675571 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $9K |
| DON GARCIA EIN 94-3138272 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
| EFREN ALARCON EIN 94-3138272 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $5K |
| BRUCE HEID EIN 94-3138272 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $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 | 5,756 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 208 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,964 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | UNITEDHEALTHCARE OF CALIFORNIA | 762 | $12.2M |
| Dental(4 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 4,849 | $3.0M |
| Vision(4 contracts) | VISION SERVICE PLAN | 2,901 | $404K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 4,851 | $166K |
| Prescription drug | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 81 | $428K |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 4,851 | $166K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,242 | — |
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.