No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA FUND ADMINISTRATORS, LLC EIN 45-2636626 NONE | Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $11.9M |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Other services; Claims processing; Direct payment from the plan Service code 12 | — | $5.8M |
| MCMORGAN & COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.1M |
| DELTA HEALTH SYSTEMS EIN 94-2353289 NONE | Direct payment from the plan; Other services Service code 49 | — | $634K |
| OPTUMRX, INC EIN 33-0441200 NONE | Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $624K |
| TEAMSTERS ALCO/DRUG REHAB PROGRAM EIN 94-2875955 NONE | Direct payment from the plan; Other services Service code 49 | — | $470K |
| MACKAY SHIELDS | Investment management fees paid indirectly by plan Service code 52 | — | $432K |
| SARATGOA BUSINESS ADVISORS EIN 81-4977101 NONE | Direct payment from the plan; Investment management Service code 28 | — | $290K |
| EMPLOYER AUDITING SERVICES NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | P.O. BOX 869 STOCKTON, CA 95201 | $186K |
| BEESON, TAYER, BODINE APC EIN 94-3126136 NONE | Legal; Direct payment from the plan Service code 29 | — | $173K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $162K |
| MADISON CORPORATION EIN 93-3390961 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $158K |
| U.S. BANK EIN 31-0841368 NONE | Soft dollars commissions; Trustee (bank, trust company, or similar financial institution); Custodial (securities); Float revenue Service code 19 | — | $95K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Other services; Direct payment from the plan Service code 49 | — | $90K |
| FIDELITY INVESTMENTS NONE | Investment management fees paid indirectly by plan; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan Service code 19 | 82 DEVONSHIRE STREET BOSTON, MA 02109 | $85K |
| HEALTHLINX EIN 87-0660214 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $78K |
| EBIX INC. EIN 77-0021975 NONE | Other services; Direct payment from the plan; Copying and duplicating Service code 36 | — | $67K |
| PRE-SORT CENTER OF STOCKTON EIN 68-0279380 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $67K |
| PACIFIC PRINTING EIN 26-4644580 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $62K |
| THADDOUS L. ARCHIE, DDS EIN 68-0023291 NONE | Direct payment from the plan; Consulting (general); Claims processing Service code 12 | — | $30K |
| WILLIAM WOLLITZ HAKAKIAN PC NONE | Legal; Direct payment from the plan Service code 29 | 1539 WESTWOOD BLVD., LOS ANGELES, CA 90024 | $11K |
| MACKAY SHIELDS LLC EIN 13-5582869 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan Service code 50 | — | $0 |
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 | 21,124 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 21,125 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 8,692 | $66.8M |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,514 | $644K |
| Vision | VISION SERVICE PLAN | 16,029 | $3.7M |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 21,844 | $519K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 21,844 | $519K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21,844 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.