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 | — | $2.7M |
| PHYSMETRICS, LLC EIN 33-0704808 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $280K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $138K |
| KAUFMANN AND GOBLE EIN 94-2614826 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $87K |
| WEINBERG, ROGER AND ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $56K |
| INVESCO ADVISORS EIN 58-1707262 NONE | Investment management; Direct payment from the plan Service code 28 | — | $35K |
| STUDIO BLUE DIGITAL EIN 94-2175237 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $31K |
| ROADRUNNER EIN 68-0355504 NONE | Other services; Direct payment from the plan Service code 49 | — | $21K |
| UNION OFFSET EIN 94-2954408 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $19K |
| LOU VILLALVAZO TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $9K |
| GRAHAM FEE TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $9K |
| LARRY VALENTI TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $8K |
| KEN GERMAIN TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $7K |
| CHUCK MARTIN TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $7K |
| CARLOS BARNETT TRUSTEE | Direct payment from the plan; 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 | 11,157 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 714 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,871 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 17,051 | $111.7M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 10,952 | $5.3M |
| Vision | VISION SERVICE PLAN | 10,374 | $1.7M |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 9,890 | $271K |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 3,124 | $9.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,051 | — |
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.