No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SO CA PIPE TRADES ADMIN CORP EIN 95-4557526 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $5.8M |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management; Direct payment from the plan Service code 28 | — | $418K |
| MILLER KAPLAN ARASE & CO EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $257K |
| LAQUER URBAN CLIFFORD & HODGE LLP EIN 95-4047729 NONE | Legal; Direct payment from the plan Service code 29 | — | $163K |
| ULLICO INVESTMENT COMPANY EIN 13-1423090 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $148K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $112K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120518 NONE | Legal; Direct payment from the plan Service code 29 | — | $54K |
| BERNARD KOTKIN & CO., LLP EIN 95-2556670 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| US BANK EIN 31-0841368 NONE | Float revenue; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $21K |
| MES PEER REVIEW EIN 38-2193020 NONE | Consulting (general) Service code 16 | — | $18K |
| RISING MEDICAL SOLUTIONS, LLC EIN 36-4276352 NONE | Other fees; Consulting (general) Service code 16 | — | $12K |
| NEW ENGLAND PENSION CONSULTANTS EIN 04-2927339 NONE | Investment advisory (plan) Service code 27 | — | $10K |
| MIDAS RECOVERY SERVICES NONE | Consulting (general) Service code 16 | 14646 INDUSTRY CIR LA MIRANDA, CA 90638 | $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 | 7,274 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 48 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,322 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 3,056 | $171K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,056 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.