No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 ADMINISTRATOR | Plan Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 2610 CROW CANYON ROAD STE 200 SAN RAMON, CA 94583 | $340K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 INVESTMENT MANAGER | Other fees; Investment management; Custodial (securities); Other investment fees and expenses; Investment management fees paid directly by plan Service code 19 | ONE LINCOLN STREET BOSTON, MA 02111 | $102K |
| ANTHEM BLUE CROSS SERVICE PROVIDER | Insurance services Service code 23 | 1351 VM. HOWARD TAFT RD CINCINNATI, OH 452061721 | $50K |
| RAEL & LETSON EIN 94-1701048 CONSULTANT | Consulting (general) Service code 16 | 378 VINTAGE PARK DR 1 FOSTER CITY, CA 94404 | $49K |
| MILLER, KAPLAN & ARASE & CO., LLP EIN 95-2036255 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 180 MONTGOMERY STE STE 180 SAN FRANISCO, CA 94104 | $33K |
| BUCKLEY, PATCHEN, RIEMANN & HALL EIN 94-2302150 AUDITOR | Accounting (including auditing) Service code 10 | 2890 N MAIN ST STE 200 WALNUT CREEK, CA 94597 | $25K |
| LOCAL 302 EIN 94-0577315 LABOR REP. | Employee (plan); Other services Service code 30 | 1875 ARNOLD DR MARTINEZ, CA 945534239 | $20K |
| SUE CAMPBELL EIN 77-0102183 ATTORNEY | Legal Service code 29 | 1155 N 1ST STREET SAN JOSE, CA 95112 | $17K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 ATTORNEY | Legal Service code 29 | 44 MONTGOMERY ST, STE 2080 SAN FRANCISCO, CA 94104 | $16K |
| BEAT IT EAP PROVIDER | Consulting (general) Service code 16 | 20079 STONE OAK PARKWAY 1105-158 SAN ANTONIO, TX 78258 | $14K |
| DODGE AND COX FUNDS - DODGX FUND CUSTODIAN | Other investment fees and expenses; Investment management Service code 28 | PO BOX 8422 BOSTON, MA 022668422 | $0 |
| DODGE AND COX FUNDS - DODIX FUND CUSTODIAN | Investment management; Other investment fees and expenses Service code 28 | PO BOX 8422 BOSTON, MA 022668422 | $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 | 717 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 345 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,062 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,533 | $10.2M |
| Dental | DELTA DENTAL PLAN OF CALIFORNIA | 1,065 | $1.5M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 351 | $555K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,533 | — |
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.