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 |
|---|---|---|---|
| C. WANG EIN 57-3493749 NONE | Legal; Direct payment from the plan Service code 29 | — | $249K |
| EXEMPLAR EIN 68-0470505 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $217K |
| FELLOM EIN 94-3236152 NONE | Legal; Direct payment from the plan Service code 29 | — | $170K |
| LAW OFFICES OF JIM REILLY NONE | Legal; Direct payment from the plan Service code 29 | 345 FRANKLIN STREET SAN FRANCISCO, CA 94102 | $95K |
| A. BEACH EIN 94-3216077 NONE | Legal; Direct payment from the plan Service code 29 | — | $73K |
| ATPA EIN 94-3187938 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $67K |
| BEAN AND LLOYD LLP EIN 45-2930648 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| N. ZELTZER EIN 56-6024948 NONE | Legal; Direct payment from the plan Service code 29 | — | $45K |
| NANCY HING WONG NONE | Legal; Direct payment from the plan Service code 29 | 459 FULTON STREET, SUITE 304 SAN FRANCISCO, CA 94102 | $32K |
| D. BUTLER EIN 94-3140357 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| CONWAY EIN 94-3302179 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| JAMES MCCARTHY EIN 56-9761471 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| E. HERRERA EIN 54-7516485 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| CYNTHIA H. LEE, ESQ. EIN 32-0113305 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| HEMMING MORSE EIN 30-0702322 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $21K |
| RAEL LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $14K |
| ROBERT SHEPARD NONE | Legal; Direct payment from the plan Service code 29 | 235 MONTGOMERY STREET, SUITE 970 SAN FRANCISCO, CA 94104 | $12K |
| FRIEDBERG NONE | Legal; Direct payment from the plan Service code 29 | 1330 BROADWAY SUITE 1038 OAKLAND, CA 94612 | $9K |
| BARTLETT LAW FIRM NONE | Legal; Direct payment from the plan Service code 29 | 1939 HARRISON STREET, SUITE 921 OAKLAND, CA 94612 | $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 | 7,886 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,886 | 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."
No prospect flags tripped on this filing.