No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC FEDERAL LLC EIN 95-4353570 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan; Contract Administrator Service code 13 | — | $445K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $40K |
| THE WAGNER LAW GROUP NONE | Legal; Direct payment from the plan Service code 29 | 17777 CENTER COURT DR STE 613 CERRITOS, CA 90703 | $33K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| BLEIWEISS COMMUNICATIONS INC. EIN 95-3676526 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $21K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| NIGRO KARLIN SEGAL FELDSTEIN & BOLN EIN 95-3632775 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
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 | 920 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 920 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 168 | $2.1M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 172 | $132K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 194 | $14K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 920 | $53K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 60 | $762K |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 920 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 920 | — |
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.