No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| E.I.S.B., INC. EIN 94-1541240 NONE | Plan Administrator Service code 14 | — | $1.1M |
| CALIFORNIA PHYSICIANS' SERVICE EIN 94-0360524 NONE | Claims processing Service code 12 | — | $391K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing Service code 12 | — | $281K |
| KAUFMANN AND GOBLE ASSOCIATES, INC. EIN 94-2614826 NONE | Actuarial; Consulting (general) Service code 11 | — | $204K |
| DODGE & COX EIN 94-1441976 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $86K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $54K |
| LEONARD CARDER LLP EIN 94-2819269 NONE | Legal Service code 29 | — | $50K |
| DAVID CRUTCHER EIN 20-3194050 NONE | Legal Service code 29 | — | $26K |
| PSG CONSULTING EIN 27-2345574 NONE | Consulting (general) Service code 16 | — | $25K |
| ALAN BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | — | $23K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| ISSI EIN 23-2182079 NONE | Other fees Service code 99 | — | $14K |
| COMERICA EIN 94-6062674 NONE | Other investment fees and expenses; Custodial (other than securities); Custodial (securities) Service code 18 | — | $8K |
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 | 1,988 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 524 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 267 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,779 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 2,460 | $31.5M |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 1,479 | $16.3M |
| Stop-loss / reinsurancereinsurance | BLUE SHIELD OF CA LIFE & HEALTH INS. CO. | 1,094 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,460 | — |
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.