| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PACFED INSURANCE SERVICES, INC. | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | KAISER | $35K | — | $35K | 2.70% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | BLUE SHIELD OF CALIFORNIA | $38K | — | $38K | 4.41% |
| PACFED INSURANCE SERVICES, INC. | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | DELTA DENTAL OF CALIFORNIA - DPO | $3K | — | $3K | 3.00% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | PRUDENTIAL | $3K | — | $3K | 4.59% |
| PACFED INSURANCE SERVICES, INC. | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | DELTA DENTAL OF CALIFORNIA - HMO | $742 | — | $742 | 3.00% |
| HP PLANNING LLC Filed as: THE PLANNING CORPORATION | 1000 N CENTRAL AVE SUITE 400 GLENDALE, CA 91202 | GERBER LIFE INSURANCE CO. | $1K | — | $1K | 6.45% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACFED BENEFIT ADMINISTRATORS EIN 95-4353570 CONTRACT ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | 1000 N. CENTRAL AVE., SUITE 400 GLENDALE, CA 91202 | $333K |
| BUCHALTER NEMER EIN 95-2640846 NONE | Legal; Direct payment from the plan Service code 29 | 1000 WILSHIRE BLVD. SUITE 1500 LOS ANGELES, CA 90017 | $61K |
| LEVY PHILLIPS APC EIN 95-4536532 NONE | Legal; Direct payment from the plan Service code 29 | 20700 VENTURA BLVD., SUITE 320 WOODLAND HILLS, CA 91364 | $60K |
| MILLIMAN, INC EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general) Service code 16 | 70 S. LAKE AVE PASADENA, CA 91101 | $35K |
| MCMORGAN COMPANY EIN 94-1650768 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 3500 W. OLIVE SUITE 690 BURBANK, CA 91505 | $21K |
| UNION BANK EIN 31-0841368 NONE | Direct payment from the plan; Account maintenance fees Service code 50 | 445 SOUTH FIGUEROA STREET LOS ANGELES, CA 90071 | $14K |
| BERNARD KOTKIN AND COMPANY LLP EIN 95-2556670 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 533 S. FREMONT AVE., SUITE 802 LOS ANGELES, CA 90071 | $13K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 | Investment advisory (plan); Direct payment from the plan Service code 27 | 5796 ARMADA DR CARLSBAD, CA 92008 | $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 | 1,004 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,004 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER | 205 | $2.2M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA - DPO | 132 | $129K |
| Vision | GERBER LIFE INSURANCE CO. | 241 | $19K |
| Life insurance | PRUDENTIAL | 1,004 | $59K |
| Other | LANDMARK HEALTH PLAN | 257 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,004 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.