No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 13 | — | $74K |
| WOHLNER, KAPLON, ET AL. EIN 95-4177931 NONE | Legal; Direct payment from the plan Service code 29 | — | $53K |
| ALSWEET ASSOCIATES EIN 95-2766134 NONE | Other services; Direct payment from the plan Service code 49 | — | $30K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $29K |
| OXFORD INSURANCE & RISK MANAGEMENT EIN 95-1997338 NONE | Direct payment from the plan; Insurance services; Consulting (general) Service code 16 | — | $24K |
| MILLIMAN EIN 91-0675641 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $17K |
| UNION BANK EIN 95-1314170 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $16K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $7K |
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 | 921 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 924 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,733 | $10.7M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 1,192 | $677K |
| Vision | VISION SERVICE PLAN | 854 | $134K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 766 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,733 | — |
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.