No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| E.I.S.B., INC. EIN 94-1541240 NONE | Plan Administrator Service code 14 | — | $965K |
| CALIFORNIA PHYSICIANS' SERVICE EIN 94-0360524 NONE | Claims processing Service code 12 | — | $437K |
| DELTA DENTAL EIN 94-1461312 NONE | Claims processing Service code 12 | — | $234K |
| KAUFMANN AND GOBLE ASSOCIATES, INC. EIN 94-2614826 NONE | Actuarial; Consulting (general) Service code 11 | — | $86K |
| DODGE & COX EIN 94-1441976 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $41K |
| LEONARD CARDER LLP EIN 94-2819269 NONE | Legal Service code 29 | — | $21K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | — | $21K |
| ISSI EIN 23-2182079 NONE | Other fees Service code 99 | — | $16K |
| DAVID CRUTCHER EIN 20-3194050 NONE | Legal Service code 29 | — | $9K |
| TOPAZ PRINTING NONE | Copying and duplicating Service code 36 | 30042 MISSION BLVD HAYWARD, CA 94544 | $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 | 1,645 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 609 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 152 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,406 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,084 | $20.5M |
| Vision | VISION SERVICE PLAN | 2,403 | $373K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 1,396 | $9.1M |
| Stop-loss / reinsurancereinsurance | BLUE SHIELD OF CA LIFE & HEALTH INS. CO. | 965 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,403 | — |
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.