No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV RX EIN 47-0527013 NONE | Claims processing Service code 12 | — | $977K |
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Plan Administrator Service code 14 | — | $580K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $267K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (pension) Service code 17 | — | $49K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Contract Administrator Service code 13 | — | $30K |
| DAVIS, COWELL & BOWE LLP NONE | Legal Service code 29 | 595 MARKET ST STE 1400 SAN FRANCISCO, CA 94105 | $27K |
| SIERRA INVESTMENTS PARTNERS, INC. EIN 68-0370668 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $25K |
| FIRST DENTAL HEALTH EIN 33-0655193 NONE | Other services Service code 49 | — | $24K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| BERRY & CO EIN 88-0400174 NONE | Accounting (including auditing) Service code 10 | — | $14K |
| PENSION FUND EVALUATIONS EIN 11-2503982 NONE | Consulting (pension) Service code 17 | — | $11K |
| UNION BANK EIN 94-0304228 NONE | Other services Service code 49 | — | $10K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities) Service code 19 | — | $6K |
| DREYFUS | Investment management fees paid indirectly by plan Service code 52 | — | $54 |
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 | 2,759 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,760 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,803 | $14.4M |
| Vision | VISION SERVICE PLAN | 2,558 | $204K |
| Life insurance(2 contracts, 2 carriers) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 2,606 | $759K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 2,606 | $33K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,803 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.