No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DELTA FUND ADMINISTRATORS EIN 45-2636626 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan Service code 12 | — | $724K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $248K |
| PRINCIPAL TRUST COMPANY EIN 51-0099493 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management Service code 19 | — | $116K |
| MONDRESS MONACO PARR LOCKWOOD PLLC EIN 91-1917286 NONE | Legal; Direct payment from the plan Service code 29 | — | $65K |
| PRE-SORT CENTER OF STOCKTON, INC. EIN 68-0279380 NONE | Other services; Direct payment from the plan Service code 49 | — | $52K |
| HANSON BRIDGETT EIN 94-1205338 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| IRON MOUNTAIN INC. EIN 23-2588479 NONE | Other services; Direct payment from the plan Service code 49 | — | $18K |
| BARNARD IGLITZIN & LAVITT LLP EIN 91-0660337 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| FREMONT BANK EIN 94-1569025 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $5K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $5K |
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 | 50,358 | 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) | 50,358 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.