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 |
|---|---|---|---|
| WELLS FARGO EIN 94-1347393 INVESTMENT ADVISOR | Investment management fees paid indirectly by plan Service code 52 | MAC E2076-021 PO BOX 20160 LONG BEACH, CA 90801 | $100K |
| WELLS FARGO 94-1347393 | Investment management fees paid indirectly by plan Service code 52 | — | $100K |
| CECIL D. DAVIS EIN 95-1191130 TRUSTEE/EMPLOYEE | Trustee (individual); Employee (plan) Service code 20 | 91-1140 HOOMAHANA ST EWA BEACH, HI 96706 | $97K |
| UNION PACIFIC EIN 87-0427760 CONTRACTOR | Consulting (general) Service code 16 | 1040 N2200 W STE 200 SALT LAKE CITY, UT 84116 | $96K |
| YVONNE R. BAGAMAN EIN 95-1191130 EMPLOYEE | Employee (plan) Service code 30 | 17030 E COLIMA RD UNIT 110 HACIENDA HTS, CA 91745 | $88K |
| HAYDEE VEDOLLA EIN 95-1191130 EMPLOYEE | Employee (plan) Service code 30 | 8121 BROADWAY AVE 45 WHITTIER, CA 90606 | $39K |
| DIANA SEDANO EIN 95-1191130 EMPLOYEE | Employee (plan) Service code 30 | 567 AVIARY AVE LA PUENTE, CA 91744 | $30K |
| MCMENOMY & RICHMOND, CPAS, LLP EIN 46-1559312 CONTRACTOR | Accounting (including auditing) Service code 10 | 876 N MOUNTAIN AVE SUITE 105 UPLAND, CA 91786 | $25K |
| CESAR P. CARRANCEJA CONTRACTOR | Accounting (including auditing) Service code 10 | 4810 CAREFREE DRIVE LAS VEGAS, NV 89122 | $21K |
| SUSAN L. BENDIG CONTRACTOR | Accounting (including auditing) Service code 10 | 232 EAGLE WAY NORTH SALT LAKE, UT 84054 | $16K |
| JAMES A DUMAS ATTORNEY AT LAW EIN 95-3977828 CONTRACTOR | Legal Service code 29 | 3435 WILSHIRE BLVD 990 LOS ANGELES, CA 90010 | $12K |
| FIRST HEALTH GROUP CORP EIN 20-1736437 CONTRACTOR | Consulting (general) Service code 16 | 3200 HIGHLAND AVE DOWNERS GROVE, IL 60515 | $10K |
| DON C. RICHARDSON TRUSTEE | Trustee (individual) Service code 20 | 5700 TURQUOISE AVE ALTA LOMA, CA 91701 | $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 | 3 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 690 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 693 | 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.