No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA FUND ADMINISTRATORS, LLC EIN 45-2636626 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | — | $5.1M |
| BLUE SHIELD EIN 94-0360524 NONE | Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $2.5M |
| MCMORGAN & COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $616K |
| DELTA HEALTH SYSTEMS EIN 94-2353289 NONE | Other services Service code 49 | — | $398K |
| TEAMSTERS ALCO/DRUG REHAB PROGRAM EIN 94-2875955 NONE | Other services Service code 49 | — | $250K |
| EMPLOYER AUDITING SERVICE EIN 57-1567980 NONE | Accounting (including auditing) Service code 10 | — | $185K |
| RAEL AND LETSON EIN 94-1701048 NONE | Consulting (general); Actuarial Service code 11 | — | $118K |
| BEESON, TAYER, BODINE EIN 94-3126136 NONE | Legal; Direct payment from the plan Service code 29 | — | $116K |
| PRE-SORT EIN 68-0279380 NONE | Participant communication Service code 38 | — | $80K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $75K |
| OAKSTONE WELLNESS PUBLISHING LLC EIN 77-0021975 NONE | Copying and duplicating Service code 36 | — | $55K |
| U.S. BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution); Soft dollars commissions; Custodial (securities); Float revenue Service code 19 | — | $51K |
| THADDOUS L. ARCHIE, DDS NONE | Consulting (general) Service code 16 | 8013 LAGUNA BLVD., SUITE C ELK GROVE, CA 95758 | $30K |
| WELLDYNE RX EIN 84-1515837 NONE | Other services Service code 49 | — | $28K |
| PACIFIC PRINTING EIN 26-4644580 NONE | Copying and duplicating Service code 36 | — | $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 | 12,659 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,666 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 5,175 | $25.9M |
| Dental(3 contracts, 2 carriers) | NEWPORT DENTAL PLAN | 34,327 | $896K |
| Vision(2 contracts) | VISION SERVICE PLAN | 8,096 | $2.7M |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 11,658 | $301K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 9,997 | $602K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 11,658 | $301K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 34,327 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.