No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $4.7M |
| DELTA DENTAL PLAN OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $742K |
| ADMINISTRATIVE SYSTEMS EIN 90-0951700 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $648K |
| NIGRO KARLIN SEGAL & FELDSTEIN LLP EIN 95-3632775 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $634K |
| FOX ROTHSCHILD LLP EIN 23-1404723 NONE | Legal; Direct payment from the plan Service code 29 | — | $525K |
| VOYA ALTERNATIVE ASSET MANAGEMENT EIN 13-3863170 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $524K |
| VALUE OPTIONS EIN 54-1414194 NONE | Insurance services Service code 23 | — | $497K |
| THREE RIVERS PROVIDER NETWORK (TRPN EIN 86-1001099 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $448K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $411K |
| SYMPHONY ASSET MANAGEMENT EIN 94-3252504 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $361K |
| BUSH GOTTLIEB SINGER LOPEZ A LAW C EIN 95-2956616 NONE | Legal; Direct payment from the plan Service code 29 | — | $357K |
| GRANTHAM MAYO VAN OTTERLOO & CO EIN 04-2691242 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $302K |
| EMPLOYEE FILE NUMBER 000163 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $277K |
| EMPLOYEE FILE NUMBER 001005 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $219K |
| FIRST PACIFIC ADVISORS LLC EIN 20-1362771 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $201K |
| BOND BEEBE PC EIN 52-1044197 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $200K |
| EMPLOYEE FILE NUMBER 001553 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $188K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | — | $179K |
| STANDARD LIFE INVESTMENTS EIN 93-0242990 NONE | Investment management fees paid directly by plan Service code 51 | — | $175K |
| EMPLOYEE FILE NUMBER 001380 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $144K |
| CSC COVANSYS CORPORATION EIN 38-2606945 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $143K |
| EMPLOYEE FILE NUMBER 000100 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $124K |
| NTT DATA INC EIN 04-2437166 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $121K |
| TURNER TECHTRONICS EIN 95-4101994 NONE | Other services; Direct payment from the plan Service code 49 | — | $121K |
| EMPLOYEE FILE NUMBER 083918 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $109K |
| EMPLOYEE FILE NUMBER 000183 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $105K |
| EMPLOYEE FILE NUMBER 001059 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $104K |
| EMPLOYEE FILE NUMBER 001110 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $102K |
| EMPLOYEE FILE NUMBER 000180 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $101K |
| STEVEN MOULIOS, D.O. NONE | Direct payment from the plan; Consulting fees Service code 50 | 10570 BRUNS DRIVE TUSTIN, CA 92782 | $94K |
| EMPLOYEE FILE NUMBER 072929 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $94K |
| NATIONAL INVESTMENT SERVICES INC EIN 80-0169636 NONE | Investment management fees paid directly by plan Service code 51 | — | $88K |
| EMPLOYEE FILE NUMBER 001175 EMPLOYEE | Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $87K |
| METROPOLITAN WEST ASSET MANAGEMENT EIN 95-4597302 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $85K |
| EMPLOYEE FILE NUMBER 000137 EMPLOYEE | Employee (plan); Direct payment from the 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 | $81K |
| EMPLOYEE FILE NUMBER 000156 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $78K |
| EMPLOYEE FILE NUMBER 001049 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $76K |
| EMPLOYEE FILE NUMBER 000136 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $76K |
| OPTUMINSIGHT EIN 41-1858498 NONE | Direct payment from the plan; Other services Service code 49 | — | $74K |
| EMPLOYEE FILE NUMBER 000133 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $71K |
| DUC TRAN, M.D. NONE | Consulting fees; Direct payment from the plan Service code 50 | 4410 ROCKMERE WAY LA CANADA FLINTRIDGE, CA 91011 | $71K |
| EMPLOYEE FILE NUMBER 001018 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $71K |
| EMPLOYEE FILE NUMBER 000189 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $69K |
| EMPLOYEE FILE NUMBER 000141 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $67K |
| EMPLOYEE FILE NUMBER 001101 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $65K |
| EMPLOYEE FILE NUMBER 001328 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $64K |
| EMPLOYEE FILE NUMBER 000126 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $58K |
| EMPLOYEE FILE NUMBER 001365 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $57K |
| EMPLOYEE FILE NUMBER 050202 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 3601 W OLIVE AVENUE BURBANK, CA 91505 | $57K |
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 | 15,671 | $1.4M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 15,671 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,671 | — |
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.