No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLIED FUND ADMINISTRATORS EIN 27-4526715 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $192K |
| THE SEGAL COMPANY, INC. EIN 94-1503999 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $72K |
| NEYHART ANDERSON FLYNN & GROSBOLL EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | — | $59K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $54K |
| KRAW LAW GROUP, APC EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $50K |
| BONG HILLBERG LEWIS FISCHESSER LLP EIN 45-4806875 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $41K |
| PREMIER ACCESS INSURANCE CO EIN 91-1857813 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $23K |
| BASIC PACIFIC NONE | Direct payment from the plan; Claims processing Service code 12 | P.O. BOX 2170 ROCKLIN, CA 95677 | $14K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $11K |
| CUSTOM BENEFIT ADMINISTRACTORS EIN 93-1006156 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $8K |
| AABCO WESTERN PRESS EIN 94-1553665 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $6K |
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 | 418 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 148 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 566 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 46 | $260K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 552 | $37K |
| Prescription drug(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 367 | $1.7M |
| Other(2 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,609 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,609 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.