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 |
|---|---|---|---|
| WANG & ASSOCIATES EIN 57-3493749 NONE | Legal; Direct payment from the plan Service code 29 | — | $283K |
| EXEMPLAR LEGAL & BENEFIT ADMIN. SVC EIN 68-0470505 NONE | Claims processing; Plan Administrator; Direct payment from the plan; Contract Administrator Service code 12 | — | $217K |
| LAW OFFICES OF FELLOM & SOLORIO EIN 94-3236152 NONE | Legal; Direct payment from the plan Service code 29 | — | $173K |
| LAW OFFICES OF JIM REILLY NONE | Legal; Direct payment from the plan Service code 29 | 345 FRANKLIN STREET SAN FRANCISCO, CA 94102 | $121K |
| LAW OFFICE OF DAVID BUTLER, JR. EIN 94-3140357 NONE | Legal; Direct payment from the plan Service code 29 | — | $69K |
| BAYSIDE LEGAL ADVOCATES EIN 94-3216077 NONE | Legal; Direct payment from the plan Service code 29 | — | $52K |
| ATPA EIN 94-3187938 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $43K |
| LAW OFFICES OF NADINE ZELTZER EIN 56-6024948 NONE | Legal; Direct payment from the plan Service code 29 | — | $39K |
| BEAN AND LLOYD LLP EIN 45-2930648 NONE | Legal; Direct payment from the plan Service code 29 | — | $35K |
| AMERICAN TRUST INSTITUTE EIN 32-0113305 NONE | Legal; Direct payment from the plan Service code 29 | — | $35K |
| LAW OFFICE OF EVELYN J. HERRERA EIN 54-7516485 NONE | Legal; Direct payment from the plan Service code 29 | — | $35K |
| NORTHWEST ADMINISTRATORS INC. NONE | Direct payment from the plan; Contract Administrator Service code 13 | 2323 EASTLAKE AVE E. SEATTLE, WA 98102 | $25K |
| LAW OFFICES OF KAREN WARGO EIN 21-8621632 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| MCCARTHY LAW OFFICES EIN 56-9761471 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| LAW OFFICES OF NANCY M. CONWAY EIN 94-3302179 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| HEMMING MORSE EIN 30-0702322 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| RAEL LETSON EIN 94-1701048 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $14K |
| CBIZ EIN 34-1883473 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $13K |
| ALSTON & BIRD LLP EIN 58-0137615 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $11K |
| NANCY HING WONG, ESQ. NONE | Legal; Direct payment from the plan Service code 29 | 459 FULTON STREET, SUITE 304 SAN FRANCISCO, CA 94102 | $9K |
| ROBERT L. SHEPARD, PROF. LAW CORP. NONE | Legal; Direct payment from the plan Service code 29 | 235 MONTGOMERY STREET, SUITE 970 SAN FRANCISCO, CA 94104 | $9K |
| LEONARD CARDER EIN 94-2819269 NONE | Legal Service code 29 | — | $9K |
| LAW OFFICES OF DORIS E. MITCHELL NONE | Legal; Direct payment from the plan Service code 29 | 1506 POSEN AVE ALBANY, CA 94706 | $6K |
| SEGAL CONSULTING NONE | Consulting (general); Direct payment from the plan Service code 16 | 100 MONTGOMERY ST 500 SAN FRANCISCO, CA 94104 | $5K |
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 | 8,009 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 8,009 | 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.