No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS EIN 94-3115552 NONE | Contract Administrator Service code 13 | — | $2.1M |
| CHIROMETRICS EIN 33-0704808 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $223K |
| TELADOC INC. EIN 04-3705970 NONE | Other services Service code 49 | — | $94K |
| STAT HEALTH SERVICES EIN 27-0549176 NONE | Other services Service code 49 | — | $92K |
| KAUFMANN AND GOBLE EIN 94-2614826 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $76K |
| WEINBERG, ROGER AND ROSENFELD EIN 94-2458080 NONE | Legal Service code 29 | — | $54K |
| UNION OFFSET EIN 94-2954408 NONE | Copying and duplicating Service code 36 | — | $32K |
| ROBERT J. RUEHL, CPA EIN 45-3030961 NONE | Accounting (including auditing) Service code 10 | — | $30K |
| STUDIO BLUE DIGITAL NONE | Copying and duplicating; Other services Service code 36 | 7132-A JOHNSON DRIVE PLEASANTON, CA 94588 | $27K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | — | $27K |
| ROADRUNNER EIN 68-0355504 NONE | Other services Service code 49 | — | $24K |
| INVESCO ADVISORS EIN 58-1707262 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $22K |
| KEN GERMAIN TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $11K |
| LARRY VALENTI TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $10K |
| CHUCK MARTIN TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $10K |
| CARLOS BARNETT TRUSTEE | Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $6K |
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 | 9,874 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 509 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,383 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 16,191 | $83.7M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 10,645 | $4.3M |
| Vision | VISION SERVICE PLAN | 9,300 | $1.3M |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 8,612 | $223K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 2,889 | $6.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 16,191 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.