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| Provider | Services | Address | Compensation |
|---|---|---|---|
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $117K |
| PREFERRED BENEFIT INSURANCE ADMINIS EIN 94-3079635 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $29K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
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 | 0 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS LIFE AND INSURANCE COMPANY | 471 | $2.3M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 277 | $122K |
| Vision | ANTHEM BLUE CROSS LIFE AND INSURANCE COMPANY | 471 | $2.3M |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE | 374 | $5K |
| Other | ANTHEM BLUE CROSS LIFE AND INSURANCE COMPANY | 471 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 471 | — |
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.