No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA FUND ADMINISTRATORS, LLC EIN 45-2636626 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $10.8M |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $4.5M |
| 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 | — | $599K |
| OPTUMRX, INC EIN 33-0441200 NONE | Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $504K |
| TEAMSTERS ALCO/DRUG REHAB PROGRAM EIN 94-2875955 NONE | Direct payment from the plan; Other services Service code 49 | — | $444K |
| MACKAY SHIELDS | Investment management fees paid indirectly by plan Service code 52 | — | $420K |
| EMPLOYER AUDITING SERVICES NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | P.O. BOX 869 STOCKTON, CA 95201 | $208K |
| RAEL AND LETSON EIN 94-1701048 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $155K |
| BEESON, TAYER, BODINE APC EIN 94-3126136 NONE | Legal; Direct payment from the plan Service code 29 | — | $147K |
| PRE-SORT CENTER OF STOCKTON, INC. EIN 68-0279380 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $146K |
| VERIFI 1 EIN 47-4497552 NONE | Other services; Direct payment from the plan Service code 49 | — | $136K |
| FIDELITY INVESTMENTS NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | 82 DEVONSHIRE STREET BOSTON, MA 02109 | $104K |
| 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 | — | $92K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $86K |
| HEALTHLINX LLC EIN 87-0660214 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $76K |
| EBIX INC. EIN 77-0021975 NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | — | $68K |
| THADDOUS L. ARCHIE, DDS EIN 68-0023291 NONE | Claims processing; Consulting (general); Direct payment from the plan Service code 12 | — | $30K |
| PACIFIC PRINTING EIN 26-4644580 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $29K |
| MACKAY SHIELDS LLC EIN 13-5582869 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $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 | 20,810 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,812 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC | 7,693 | $54.7M |
| Dental(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,544 | $676K |
| Vision | VISION SERVICE PLAN | 16,437 | $3.5M |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 19,714 | $499K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 19,714 | $499K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 19,714 | — |
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.