| Provider | Services | Address | Compensation |
|---|---|---|---|
| SO CA PIPE TRADES ADMIN CORP EIN 95-4557526 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $6.7M |
| BLUE SHIELD EIN 94-0360524 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.1M |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $877K |
| MILLER KAPLAN ARASE & CO EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $336K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $321K |
| BUSH GOTTLIEB EIN 95-2956616 NONE | Legal; Direct payment from the plan Service code 29 | — | $201K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $101K |
| SEGAL CONSULTING EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $70K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120518 NONE | Direct payment from the plan; Legal Service code 29 | — | $41K |
| US BANK EIN 31-0841368 NONE | Custodial (other than securities); Float revenue Service code 18 | — | $32K |
| TRUST BENEFIT TECH NONE | Direct payment from the plan; Other services Service code 49 | 2011 E. FINANCIAL WAY STE 220 GLENDORA, CA 91741 | $24K |
| KAREN PEET NONE | Other services; Direct payment from the plan Service code 49 | 1731 ASPEN VILLAGE WAT WEST COVINA, CA 91791 | $20K |
| MEDICAL EVALUATION SPECIALIST NONE | Direct payment from the plan; Other services Service code 49 | 100 MORSE STREET NORWOOD, MA 02062 | $19K |
| INNOVATIVE SOFTWARE SOLUTIONS NONE | Direct payment from the plan; Other services Service code 49 | 3000 SOUTH LENOLA ROAD MAPLE SHADE, NJ 08052 | $16K |
| NEW ENGLAND PENSION CONSULTANTS EIN 04-2927339 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $14K |
| HEALTHRISK RESOURCE GROUP NONE | Direct payment from the plan; Other services Service code 49 | 9711 WASHINGTONIAN BLVD., SUITE 300 GAITHERSBURG, MD 20878 | $7K |
| WEX HEALTH EIN 01-0526993 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
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 | 10,089 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 111 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,200 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | DELTA DENTAL | 14,386 | $4.8M |
| Vision | VISION SERVICE PLAN | 4,955 | $567K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,386 | — |
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.