No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CCPOA BENEFIT TRUST FUND EIN 94-6459649 PARTY IN INTEREST | Direct payment from the plan; Plan Administrator Service code 14 | — | $1.0M |
| LEGAL SERVICE BUREAU NONE | Direct payment from the plan; Other services Service code 49 | 888 W SANTA ANA BLVD, STE 2000 SANTA ANA, CA 92701 | $104K |
| TRUCKER HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $41K |
| SELLWOOD INVESTMENTS NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 6650 SW REDWOOD LANE SUITE 370 PORTLAND, OR 97224 | $25K |
| AMERICAN ASSET RECOVERY NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 1346 ROSEVILLE, CA 95678 | $13K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $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 | 9,229 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 9,229 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.