| Provider | Services | Address | Compensation |
|---|---|---|---|
| MICHAEL SMALLEY EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $302K |
| BENJAMIN SYBESMA EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $219K |
| KATHLEEN A KEEFE EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $158K |
| LUPITA RUIZ EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $107K |
| MICHELLE L SAIENN EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $101K |
| JOE GONSALVES CONSULTING EIN 53-0668189 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $95K |
| PETER J SANDS EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $89K |
| DEBORAH A JOHNSON EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $88K |
| JORDAN BARGAS EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $88K |
| SUMAN JHA EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $82K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $80K |
| KATHRYN A KNIGHT EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $77K |
| AMY LIVINGSTONE EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $73K |
| TRUCKER HUSS EIN 94-3216063 NONE | Direct payment from the plan; Legal Service code 29 | — | $71K |
| SELLWOOD EIN 80-0827237 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $71K |
| SHALLY SINGH EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $69K |
| VERONICA M SAMPSON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $68K |
| TERESA L CONDON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $67K |
| CYNTHIA R OLIVER EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $66K |
| JONI SMALLEY EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $66K |
| JANET L SANDS EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $65K |
| SHANA M SIMS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $65K |
| STEVEN HALL EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $63K |
| CONNIE QUARTIER EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $58K |
| LORETTA J DOOLEY EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $58K |
| GERROLD EATON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $57K |
| ANGELA MURILLO EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $55K |
| KEVIN SMALLEY EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $55K |
| MELISSA GRANDY EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $54K |
| LISA TENNISON EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $49K |
| JOTI CHAND EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $48K |
| PATRICK DAY EIN 94-6459649 TRUSTEE | Direct payment from the plan; Trustee (directed) Service code 25 | — | $43K |
| OFELIA AUSTIN EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $41K |
| TONI GURULE EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $39K |
| DANIEL BEAMAN EIN 94-6459649 TRUSTEE | Trustee (directed); Direct payment from the plan Service code 25 | — | $37K |
| MICHAEL JUAREZ EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $29K |
| JAMES BAUMILLER EIN 94-6459649 TRUSTEE | Trustee (directed); Direct payment from the plan Service code 25 | — | $29K |
| VAVRINEK, TRINE, DAY & CO., LLP EIN 95-2648289 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| STEVEN HERRERA EIN 94-6459649 TRUSTEE | Direct payment from the plan; Trustee (directed) Service code 25 | — | $25K |
| N.W. PLAN SERVICES NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | P.O. BOX 1931 TACOMA, WA 98401 | $24K |
| WESSON CHERRY EIN 94-6459649 TRUSTEE | Direct payment from the plan; Trustee (directed) Service code 25 | — | $21K |
| MANDEEP DHILLON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $20K |
| US LEGAL EIN 68-0115281 NONE | Other services; Plan Administrator Service code 14 | — | $18K |
| BETTY SMITH EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $17K |
| MARIETTA TANGUILEG EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $16K |
| WANDA HINES EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $10K |
| CHARLES SCHWAB & CO EIN 94-1737782 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $7K |
| FREDERICK FIELD EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $7K |
| ERIKA MENDEZ EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $6K |
| AMALGAMATED BANK EIN 95-4314552 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $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 | 29,502 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13,318 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 42,820 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ALLSTATE | 23 | $9K |
| Life insurance(3 contracts, 3 carriers) | NEW YORK LIFE INSURANCE COMPANY | 42,521 | $6.0M |
| Other(4 contracts, 4 carriers) | COMBINED INSURANCE COMPANY OF AMERICA | 42,521 | $12.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 42,521 | — |
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.