No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EMPLOYEES OF THE TRUST EIN 33-0013118 EMPLOYEES | Employee (plan) Service code 30 | 54 CORPORATE PARK IRVINE, CA 92606 | $4.6M |
| UNITED AGRIBUSINESS LEAGUE EIN 95-3514902 PLAN SPONSOR | Contract Administrator Service code 13 | 54 CORPORATE PARK IRVINE, CA 92606 | $1.4M |
| BRENT EASTMAN INSURANCE SERVICES EIN 20-2347916 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 51 KATHERINE AVE SALINAS, CA 93908 | $984K |
| ASCENSION INSURANCE SERVICES EIN 26-1441725 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1753 E. FIR FRESNO, CA 93720 | $443K |
| HATTON INSURANCE SERVICES EIN 33-0419521 INDEPENDENT CONTRACTOR | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 54 CORPORATE PARK IRVINE, CA 92606 | $423K |
| NIKSSARIAN INS SERVICES EIN 20-0307796 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 24560 SILVER CLOUD MONTEREY, CA 93940 | $359K |
| MILLIMAN USA EIN 91-0675641 CONSULTING | Consulting (general); Direct payment from the plan Service code 16 | 4370 LA JOLLA VILLAGE DRIVE SAN DIEGO, CA 92122 | $351K |
| MARK TIGNER EIN 56-7613260 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 1108 LELAND AVE. TULARE, CA 93274 | $286K |
| MARSHALL PIERSON, INC. EIN 20-0327643 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 209 PAJARO ST. SUITE B SALINAS, CA 93901 | $229K |
| HANSEN FINANCIAL & INS SVCS EIN 26-3185576 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 777 E. TAHQUITZ CANYON WAY STE 323 PALM SPRINGS, CA 92262 | $187K |
| WINTON IRELAND STORM & GREEN EIN 94-2669717 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 627 E CANAL DR TURLOCK, CA 95380 | $172K |
| ANDREINI & COMPANY EIN 94-1482568 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 220 W. 20TH AVE SAM MATEO, CA 94403 | $155K |
| INTERWEST INSURANCE SERVICES EIN 68-0266090 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 368 E. YOSEMITE AVE. #100 MERCED, CA 95340 | $146K |
| MARK R. SALTZMAN INC. EIN 77-0264312 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 3924 WEST CALDWELL AVE. #B VISALIA, CA 93277 | $141K |
| ALLIANT INSURANCE SERVICES EIN 33-0785439 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 388 W. ATEN RD, STE B IMPERIAL, CA 92551 | $129K |
| NEW GATE INSURANCE SVCS INC. EIN 45-4519087 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 444 AIRPORT BLVD #109 WATSONVILLE, CA 95076 | $121K |
| PACIFIC DIVERSIFIED INS SVCS EIN 94-2294669 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 9015 MURRAY AVE #110 GILROY, CA 95020 | $118K |
| PACIFIC COAST BENEFIT INS EIN 26-4465946 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 7970 PRINCEVALLE ST. GILROY, CA 95020 | $117K |
| TELEPACIFIC COMMUNICATIONS EIN 95-4593876 VENDOR | Other services; Direct payment from the plan Service code 49 | PO BOX 509013 SAN DIEGO, CA 92150 | $114K |
| MCSHERRY HUDSON AND HALL EIN 77-0300519 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | PO BOX 698 WATSONVILLE, CA 95077 | $107K |
| USI INSURANCE SERVICES OF EIN 68-0375039 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 2021 WEST MARCH LANE 3RD FL STOCKTON, CA 95207 | $101K |
| ARTHUR J. GALLAGHER & CO.INS EIN 94-3015711 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | PO BOX 742886 LOS ANGELES, CA 900742886 | $86K |
| BARLOCKER INS & FIN SERVICES EIN 94-2602335 INDEPENDENTCONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 470 E. HERNDON AVE. STE #100 FRESNO, CA 93720 | $86K |
| OFFICETEAM EIN 94-1648752 STAFFING AGENCY | Employee (plan); Direct payment from the plan Service code 30 | PO BOX 743295 LOS ANGELES, CA 900743295 | $84K |
| RANDY OLIVEIRA EIN 55-3655748 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 14901 DAVID CT. BAKERSFIELD, CA 93314 | $84K |
| BOHANNON INSURANCE AGENCY EIN 94-2217926 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 4317 NORTHSTAR WAY #A MODESTO, CA 95356 | $84K |
| TD GRAPHICS EIN 27-2903159 VENDOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 2020 S. EASTWOOD SANTA ANA, CA 92705 | $82K |
| CAREMASTER INSURANCE AGENCY EIN 77-0124823 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 1710 N. MOORPARK RD. #17 THOUSAND OAKS, CA 91360 | $80K |
| RUBERTA TAYLOR EIN 56-5463842 CONSULTANT | Consulting (general); Direct payment from the plan Service code 16 | 9771 RANGEVIEW DR SANTA ANA, CA 92705 | $77K |
| THOMAS LEROY FRANCO EIN 20-8613647 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 1470 EL CAMINO DE VIDA HOLLISTER, CA 95023 | $73K |
| AT EASE PAINTING & CONTRACTOR SPECI EIN 20-3117298 VENDOR | Direct payment from the plan; Other services Service code 49 | 26181 TIERRA CIRCLE MISSION VIEJO, CA 92691 | $69K |
| POWERS LEAVITT INSURANCE EIN 86-0376390 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | P O BOX 125 BUCKEYE, AZ 85326 | $69K |
| BELDON BURCH EIN 30-0090336 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 4971 FOOTHILL ROAD CARPENTERIA, CA 93013 | $62K |
| RIS EMPLOYEE BENEFITS, INC. EIN 20-2070179 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 10011 N FOOTHILL BLVD #110 CUPERTINO, CA 95014 | $61K |
| XEROX CORPORATION EIN 16-0468020 COPYING VENDOR | Other services; Copying and duplicating Service code 36 | P O BOX 7405 PASADENA, CA 91109 | $59K |
| WESTERN VALLEY INSU. ASSOC. EIN 94-2899459 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 600 E. MAIN ST STE #200 TURLOCK, CA 95380 | $59K |
| DRINKER BIDDLE & REATH LLP EIN 23-1423089 LEGAL SERVICES | Legal; Direct payment from the plan Service code 29 | ONE LOGAN SQUARE, SUITE 2000 PHILADELPHIA, PA 191036996 | $57K |
| JAMES G PARKER INS ASSOC. EIN 94-2494444 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1753 E. FIR AVENUE FRESNO, CA 93720 | $57K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 LEGAL SERVICES | Legal; Direct payment from the plan Service code 29 | DEPARTMENT #0589 WASHINGTON, DC 200730589 | $50K |
| IRON MOUNTAIN RECORDS MANAGEMENT EIN 04-3038590 VENDOR RECORDS STORAGE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | P O BOX 601002 PASADENA, CA 91189 | $48K |
| EDGEWOOD PARTNERS HOLDING EIN 94-3195221 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 135 MAIN ST 21ST FLOOR SAN FRANCISCO, CA 94105 | $48K |
| GALLAGHER BENEFIT SERVICES EIN 36-4291971 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 45 RIVER PARK PLACE WEST, SUITE 605 FRESNO, CA 93720 | $47K |
| MATTSON RESOURCES, LLC STAFFING AGENCY | Direct payment from the plan; Employee (plan) Service code 30 | 959 SOUTH COAST DR STE 300 COSTA MESA, CA 92626 | $46K |
| SMART DATA SOLUTIONS, INC EIN 41-2006324 VENDOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | 1120 CENTRE POINTE DR, STE 100 MENDOTA HTS, MN 55120 | $42K |
| JAMES C JENKINS INS SVC INC. EIN 94-2448663 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1390 WILLOW PASS RD. SUITE 800 CONCORD, CA 94520 | $41K |
| SIMS INSURANCE AGENCY EIN 52-7763697 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 340 W. 32ND STREET #125 YUMA, CA 85364 | $40K |
| MERCER HEALTH & BENEFITS,LLC EIN 34-2015463 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | $38K |
| TYLER INSURANCE AGENCY EIN 95-2115490 INDEPENDENT CONTRACTOR | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1225 MAIN STREET EL CENTRO, CA 92243 | $38K |
| C J LAKE, LLC EIN 27-0145144 CONSULTING | Consulting (general); Direct payment from the plan Service code 16 | 525 NINTH ST. NW SUITE 800 WASHINGTON DC, DC 20004 | $36K |
| DOUGLAS D. LIGHTLE EIN 27-5562267 INDEPENDENT CONTRACTOR | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | 190 FORREST AVE FAIRFAX, CA 94390 | $36K |
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 | 17,231 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 137 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,368 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 3,019 | $386K |
| Life insurance | TRANSAMERICA | 7,817 | $133K |
| Stop-loss / reinsurancereinsurance | NATIONAL INSURANCE SERVICES | 17,368 | $2.0M |
| Other | NATIONAL INSURANCE SERVICES | 17,368 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,368 | — |
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.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.