No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLS FARGO BANK, N.A. EIN 94-1347393 RECORDKEEPER/BOOKKEEPER | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Float revenue; Trustee (bank, trust company, or similar financial institution) Service code 15 | — | $307K |
| ADVISORY GROUP OF SAN FRANCISCO EIN 94-3339091 INVESTMENT ADVISORY | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $117K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 INVESTMENT ADVISORY | Investment advisory (plan); Direct payment from the plan; Investment management fees paid directly by plan Service code 27 | — | $62K |
| NFP RETIREMENT EIN 33-0905143 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| CLIFTONLARSONALLENLLP EIN 41-0746749 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $35K |
| DAVID JOSEPH ZUERCHER EIN 45-5729777 INVESTMENT MANAGEMENT | Investment management; Direct payment from the plan Service code 28 | — | $10K |
| LEN MCCANDLISS EIN 55-4520548 INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management Service code 28 | — | $10K |
| MIKE STODDEN EIN 51-7626711 INVESTMENT MANAGEMENT | Investment management; Direct payment from the plan Service code 28 | — | $10K |
| RICH SIMPSON EIN 94-2455733 INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management Service code 28 | — | $8K |
| SKY BLUE SERVICES INC. INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management Service code 28 | — | $8K |
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 | 2,309 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3,276 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 95 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 5,681 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.