No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS NONE | Contract Administrator; Direct payment from the plan Service code 13 | 1600 HARBOR BAY PKWY STE 200 ALAMEDA, CA 94502 | $585K |
| BLUE CROSS OF CALIFORNIA EIN 96-3760980 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $391K |
| NWPS EIN 91-2090931 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $232K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $113K |
| COSTCO RX NONE | Plan Administrator; Direct payment from the plan Service code 14 | 999 LAKE DR ISSAQUASH, WA 98027 | $91K |
| PIPE TRADES DC #36 PENSION PLAN EIN 94-6082956 PARTY IN INTEREST | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $65K |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| MAMMINI COMPANY, INC. EIN 47-0879697 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $45K |
| PART D ADVISORS EIN 20-2595200 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $28K |
| CRYSTAL CLEAR RX EIN 27-3009945 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $22K |
| UA LOCAL 246 EIN 94-0775057 PARTY IN INTEREST | Direct payment from the plan; Plan Administrator Service code 14 | — | $17K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $17K |
| UA LOCAL 442 EIN 94-1015000 PARTY-IN-INTEREST | Plan Administrator; Direct payment from the plan Service code 14 | — | $16K |
| NEYHART, ANDERSON, FLYNN & GROSBOL NONE | Legal; Direct payment from the plan Service code 29 | 369 PINE ST STE 800 SAN FRANCISCO, CA 941043323 | $16K |
| UA LOCAL 228 EIN 94-1493708 PARTY-IN-INTEREST | Direct payment from the plan; Plan Administrator Service code 14 | — | $11K |
| UA LOCAL 62 EIN 77-0376399 PARTY-IN-INTEREST | Direct payment from the plan; Plan Administrator Service code 14 | — | $9K |
| THE LAW OFFICE OF MICHAEL E MOSS NONE | Legal; Direct payment from the plan Service code 29 | 201 SPEAR ST STE 1100 SAN FRANCISCO, CA 941056164 | $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 | 1,178 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 436 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,614 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE - AARP | 524 | $1.4M |
| Dental | NEWPORT DENTAL PLAN | 71 | $55K |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,050 | $427K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE OF CALIFORNIA SAN FRANCISCO | 777 | $532K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,050 | — |
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.