No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $594K |
| LEGAL & GENERAL INVEST MGMT AMERICA EIN 20-8058531 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $512K |
| ANTHEM BLUE CROSS LIFE AND HEALTH I EIN 95-4331852 NONE | Float revenue; Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $164K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Account maintenance fees; Direct payment from the plan; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $134K |
| PIMCO EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $116K |
| BLUE CROSS OF CALIFORNIA EIN 95-3760980 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Other services; Float revenue; Claims processing Service code 12 | — | $107K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $39K |
| MELLON INVESTMENTS EIN 25-1442864 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $34K |
| AON HEWITT INVESTMENT EIN 36-3109431 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $12K |
| HOLMAN PROFESSIONAL COUNSELING EIN 95-3943478 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Account maintenance fees Service code 15 | — | $10K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,330 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,194 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,524 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | UNITEDHEALTHCARE OF CALIFORNIA | 1,550 | $16.4M |
| Dental | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | 316 | $93K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,330 | $1.9M |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 209 | $180K |
| Other(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 855 | $7.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,330 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.