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 | — | $4.5M |
| PHYSMETRICS, LLC EIN 90-1189901 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $402K |
| WITHUMSMITH + BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $295K |
| NORTHWEST PLAN SERVICES EIN 91-2090931 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $138K |
| PRESTIGE PRINTING EIN 83-2018068 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $116K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $94K |
| MAMMINI COMPANY EIN 47-0879697 NONE | Consulting (general); Direct payment from the plan; Investment advisory (plan) Service code 16 | — | $51K |
| ERIC JIMENEZ TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $12K |
| LARRY VALENTI TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $12K |
| CHUCK MARTIN TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $12K |
| CARLOS BARNETT TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $11K |
| VICTOR MINEROS TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $10K |
| FRANK SEVILLA TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $9K |
| LINCOLN INVESTMENT PLANNING, LLC EIN 23-1702591 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $8K |
| LYLE MCVICAR TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 1181 QUARRY LANE PLEASANTON, CA 94566 | $7K |
| COMMONWEALTH EQUITY SERVICES, LLC NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | ONE UNIVERSITY OFFICE PARK 29 SAWYER ROAD WALTHAM, MA 02453 | $7K |
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 | 15,418 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 877 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 16,295 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 28,809 | $184.8M |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 22,770 | $6.6M |
| Vision | VISION SERVICE PLAN | 13,606 | $2.5M |
| Life insurance | PRUDENTIAL GROUP INSURANCE | 13,581 | $379K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 4,527 | $12.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 28,809 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.