No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ASSOCIATED THIRD PARTY ADMIN EIN 94-3187938 NONE | Contract Administrator Service code 13 | — | $2.7M |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Claims processing Service code 12 | — | $1.3M |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing Service code 12 | — | $248K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $191K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management Service code 28 | 1235 WESTLAKES DR STE 400 BERWYN, PA 19312 | $136K |
| MCMORGAN & COMPANY LLC EIN 52-2334338 NONE | Investment management Service code 28 | — | $126K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $104K |
| ASSISTANCE RECOVERY PROGRAM EIN 94-3042622 NONE | Other services Service code 49 | — | $96K |
| ENGINEERS PUBLISHING NONE | Other services Service code 49 | 3920 LENNAME DR SACRAMENTO, CA 95834 | $72K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management Service code 28 | — | $70K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $69K |
| SALTZMAN AND JOHNSON EIN 95-2376174 NONE | Legal Service code 29 | — | $38K |
| INVESTMENT PERFORMANCE SERVICES,LLC EIN 58-1645862 NONE | Investment advisory (plan) Service code 27 | — | $35K |
| MAILRITE PRINT NONE | Copying and duplicating Service code 36 | 834 STIKER AVE SACRAMENTO, CA 95834 | $18K |
| PHARMACY BENEFIT SOLUTIONS NONE | Consulting (general) Service code 16 | 6966 SUNRISE BLVD, #268 CITRUS HEIGHTS, CA 95610 | $18K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities) Service code 19 | — | $13K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 8,889 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 8,889 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,460 | $12.4M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF CALIFORNIA | 8,322 | $5.4M |
| Vision | HEALTH NET | 24 | $132K |
| Other | RELIASTER LIFE INSURANCE COMPANY | 1,453 | $804K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,322 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
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.