No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Other services; Direct payment from the plan; Contract Administrator Service code 13 | — | $415K |
| BLUE CROSS OF CALIFORNIA EIN 95-4331852 NONE | Other fees; Direct payment from the plan Service code 50 | — | $118K |
| ALSWEET ASSOCIATES EIN 95-2766134 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $80K |
| ROTHNER, SEGALL & GREENSTONE EIN 95-4364982 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| OXFORD RISK MGMT & INSURANCE SRVCS EIN 95-1997338 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| VERUS EIN 91-1320111 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $29K |
| UNION BANK EIN 95-1314170 NONE | Direct payment from the plan; Other services Service code 49 | — | $14K |
| MELISSA W. COOK EIN 95-3245809 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $9K |
| MILLIMAN EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $6K |
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 | 2,667 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 32 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,699 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 5,054 | $23.0M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 3,438 | $2.0M |
| Stop-loss / reinsurancereinsurance | WESTPORT INSURANCE CORPORATION | 750 | $610K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,054 | — |
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.