No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $4.7M |
| DELTA DENTAL PLAN OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $755K |
| NIGRO KARLIN SEGAL & FELDSTEIN EIN 95-3632775 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $610K |
| VALUE OPTIONS EIN 54-1414194 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $543K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $360K |
| ADMINISTRATIVE SYSTEMS EIN 90-0951700 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $353K |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. EIN 04-2691242 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $323K |
| PACIFIC INVESTMENT MANAGEMENT CO EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $310K |
| FOX ROTHSCHILD, LLP EIN 23-1404723 NONE | Legal; Direct payment from the plan Service code 29 | — | $273K |
| BUSH/GOTTLIEB/SINGER/LOPEZ, A LAW C EIN 95-2956616 NONE | Legal; Direct payment from the plan Service code 29 | — | $270K |
| FIRST PACIFIC ADVISORS LLC EIN 20-1362771 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $212K |
| EMPLOYEE FILE NUMBER 001553 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $206K |
| CSC COVANSYS CORPORATION EIN 38-2606945 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $197K |
| EMPLOYEE FILE NUMBER 001005 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $163K |
| BOND BEEBE, PC EIN 52-1044197 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $153K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $152K |
| EMPLOYEE FILE NUMBER 001380 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $129K |
| EMPLOYEE FILE NUMBER 000163 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $121K |
| EMPLOYEE FILE NUMBER 000100 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $113K |
| EMPLOYEE FILE NUMBER 001067 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $104K |
| METROPOLITAN WEST ASSET MGT EIN 95-4597302 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $92K |
| EMPLOYEE FILE NUMBER 001049 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $91K |
| EMPLOYEE FILE NUMBER 001068 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $87K |
| EMPLOYEE FILE NUMBER 083918 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $87K |
| EMPLOYEE FILE NUMBER 001059 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $86K |
| BRANDYWINE GLOBAL EIN 51-0294065 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $85K |
| EMPLOYEE FILE NUMBER 072929 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $82K |
| EMPLOYEE FILE NUMBER 001206 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $80K |
| EMPLOYEE FILE NUMBER 000137 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $77K |
| EMPLOYEE FILE NUMBER 001492 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $77K |
| ROBERT A SHAKMAN, M.D.,MPH NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 3248 ISLAND VIEW DRIVE VENTURA, CA 93009 | $72K |
| EMPLOYEE FILE NUMBER 000133 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $71K |
| EMPLOYEE FILE NUMBER 001065 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $71K |
| EMPLOYEE FILE NUMBER 001110 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $70K |
| WESTERN ASSET EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $68K |
| EMPLOYEE FILE NUMBER 001177 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $66K |
| EMPLOYEE FILE NUMBER 001222 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $65K |
| EMPLOYEE FILE NUMBER 000136 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $65K |
| ADP, INC EIN 22-3006057 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $64K |
| EMPLOYEE FILE NUMBER 000141 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $63K |
| OAKTREE CAPITAL MANAGEMENT L.P. EIN 26-0189082 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $63K |
| EMPLOYEE FILE NUMBER 050202 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $63K |
| EMPLOYEE FILE NUMBER 001023 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $62K |
| XEROX CORPORATION EIN 16-0468020 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $61K |
| EMPLOYEE FILE NUMBER 001293 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $61K |
| EMPLOYEE FILE NUMBER 001196 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $59K |
| EMPLOYEE FILE NUMBER 001185 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $58K |
| EMPLOYEE FILE NUMBER 001101 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $55K |
| EMPLOYEE FILE NUMBER 001270 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $55K |
| EMPLOYEE FILE NUMBER 000088 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W. OLIVE AVENUE BURBANK, CA 91505 | $54K |
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 | 17,975 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,284 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,012 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 27,271 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 15,728 | $1.4M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 15,728 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,728 | — |
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.
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.