| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HARRY J. WILSON INSURANCE CENTER3 | P.O. BOX 27098 FRESNO, CA 93729 | AIG | $12K | — | $12K | 20.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EPLAN EIN 20-3720767 NONE | Consulting (general); Claims processing Service code 12 | — | $1.3M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Contract Administrator Service code 12 | — | $747K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $287K |
| CITYSCAPE IT PROS EIN 46-1791445 NONE | Other services; Consulting (general) Service code 16 | — | $181K |
| BASYS, INC. EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $174K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $168K |
| REGINALD CYRUS EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $154K |
| CAROL MOORE EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $132K |
| MARTINA MOJICA EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $115K |
| DANA TENEYCK EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| LYNETTA LEE EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $90K |
| LINDA DELGADO EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $89K |
| MINA CARRANZA EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $86K |
| PAULA ORTIZ EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $85K |
| MANAGED CARE RESOURCES EIN 95-4227326 NONE | Other services; Consulting (general) Service code 16 | — | $83K |
| DALANA YOUNG EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| LORNA EBREO EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $82K |
| PACIFIC INVESTMENTS EIN 77-0583390 NONE | Investment advisory (plan) Service code 27 | — | $80K |
| MISTY LOPEZ EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $78K |
| ANA CRUZ EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $76K |
| SONIA GUERRERO EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| EUGENE LYLES EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $75K |
| YVONNE SAUNDERS EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $73K |
| MELANIE TALSMA EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $72K |
| FRANK TIMPANI EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $70K |
| DEBBIE MARTINI EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $69K |
| ANADALLAS BIZZELL EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $67K |
| DONNA BEHAN EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| ALMA DIAZ EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | — | $60K |
| MARK BINNS EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $59K |
| JAMES CONSIDINE, M.D. NONE | Consulting (general); Other services Service code 16 | 25401 CABOT ROAD, SUITE 200 LAGUNA HILLS, CA 92653 | $57K |
| MERCER NONE | Consulting (general); Other services Service code 16 | 17901 VON KARMAN AVENUE, SUITE 1100 IRVINE, CA 92614 | $50K |
| PRECISION DOCUMENT IMAGING EIN 30-0162043 NONE | Consulting (general); Other services Service code 16 | — | $46K |
| COMMERCIAL RESOURCES CORP. NONE | Other services Service code 49 | 2327 CHICO AVENUE SOUTH EL MONTE, CA 91733 | $39K |
| LYNETTE YOUNG EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| CONVENIENT AIR NONE | Other services Service code 49 | 9382 GORDON AVENUE LA HABRA, CA 90631 | $29K |
| MARVIN PAULL EIN 45-4148610 NONE | Actuarial Service code 11 | — | $28K |
| STRAUSSNER & SHERMAN EIN 74-3131182 NONE | Legal Service code 29 | — | $27K |
| CAROLINE RYAN EIN 95-3846186 EMPLOYEE | Employee (plan) Service code 30 | — | $26K |
| AMERICAN SOLUTIONS FOR BUSINESS NONE | Other services Service code 49 | 31 MINNESOTA AVE E GLENWOOD, MN 56334 | $25K |
| PROPHARMA PHARMACEUTICAL EIN 95-4081972 NONE | Consulting (general) Service code 16 | — | $24K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other services Service code 49 | — | $23K |
| EXPRESS SCRIPTS NONE | Claims processing Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $19K |
| BANK OF AMERICA NONE | Custodial (other than securities) Service code 18 | 101 SOUTH TRYON STREET CHARLOTTE, NC 29210 | $16K |
| SEASIDE PRINTING EIN 95-1204090 NONE | Copying and duplicating Service code 36 | — | $14K |
| KATHLEEN SLOTHOUR CONSULTING EIN 56-7706501 NONE | Consulting (general) Service code 16 | — | $13K |
| ADP EIN 13-3036745 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $12K |
| FIREFIGHTERS PRINT & DESIGN EIN 68-0127137 NONE | Other services Service code 49 | — | $12K |
| LEWIS BRISBOIS BISGARRD & SMITH LLP NONE | Legal Service code 29 | 633 W. FIFTH STREET, STE 4000 LOS ANGELES, CA 90071 | $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 | 2,316 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,720 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,036 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF CALIFORNIA | 4 | $1K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 898 | $209K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 898 | $269K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 898 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.