No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. NONE | Contract Administrator Service code 13 | 1600 HARBOR BAY PKWY, STE 200 ALAMEDA, CA 94502 | $2.7M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $1.3M |
| MULTI-PLAN SERVICES AGENCY INC. EIN 81-3751949 NONE | Direct payment from the plan Service code 50 | — | $960K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Other fees; Float revenue Service code 12 | — | $575K |
| PHARMACY BENEFIT SOLUTIONS NONE | Consulting (general) Service code 16 | 6966 SUNRISE BLVD STE 268 CITRUS HEIGHTS, CA 95610 | $376K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $156K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management Service code 28 | 1235 WESTLAKES DR STE 400 BERWYN, PA 19312 | $144K |
| MCMORGAN & COMPANY LLC EIN 52-2334338 NONE | Investment management Service code 28 | — | $133K |
| ASSISTANCE RECOVERY PROGRAM EIN 94-3042622 NONE | Other services Service code 49 | — | $121K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $57K |
| SALTZMAN AND JOHNSON EIN 95-2376174 NONE | Legal Service code 29 | — | $52K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management Service code 28 | — | $47K |
| INVESTMENT PERFORMANCE SERVICES,LLC EIN 58-1645862 NONE | Investment advisory (plan) Service code 27 | — | $35K |
| MAILRITE PRINT NONE | Other services Service code 49 | 834 STIKER AVE SACRAMENTO, CA 95834 | $19K |
| ENGINEERS PUBLISHING NONE | Other services Service code 49 | 3920 LENNAME DR SACRAMENTO, CA 95834 | $14K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $13K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $9K |
| INVESTMENT PERFORMANCE SERVICES | Investment advisory (plan) Service code 27 | — | $0 |
| OPTUMRX INC. | Other fees; Float revenue; Claims processing; Direct payment from the plan Service code 12 | — | $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 | 9,009 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 9,009 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,484 | $12.9M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF CALIFORNIA | 8,609 | $8.0M |
| Vision(4 contracts, 2 carriers) | VISION SERVICE PLAN | 13,273 | $2.1M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 1,107 | $770K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,273 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.