| 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 | Claims processing; Consulting (general); Direct payment from the plan Service code 12 | — | $1.5M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan; Contract Administrator; Other services Service code 12 | — | $892K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $317K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $197K |
| BASYS, INC. EIN 52-1796473 NONE | Other services; Other commissions; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $195K |
| REGINALD CYRUS EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $173K |
| CITYSCAPE IT PROS EIN 46-1791445 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $146K |
| CAROL MOORE EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $136K |
| LINDA DELGADO EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| DANA TENEYCK EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $98K |
| HENDERSON BERBERABE EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| MERCER NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | 17901 VON KARMAN AVENUE, SUITE 1100 IRVINE, CA 92614 | $94K |
| CAROLINE RYAN EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $94K |
| MINA CARRANZA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| LORNA EBREO EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| MARTINA MOJICA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| DALANA YOUNG EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| MISTY LOPEZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| PACIFIC INVESTMENTS EIN 77-0583390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $80K |
| YVONNE SAUNDERS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| SONIA GUERRERO EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| ANA CRUZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| FRANK TIMPANI EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| EUGENE LYLES EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| DEBBIE MARTINI EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $71K |
| MELANIE TALSMA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $70K |
| ANADALLAS BIZZELL EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| DONNA BEHAN EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| ALMA DIAZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| MARK BINNS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| JAMES CONSIDINE, M.D. NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | 25401 CABOT ROAD, SUITE 200 LAGUNA HILLS, CA 92653 | $60K |
| PROPHARMA PHARMACEUTICAL EIN 95-4081972 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $59K |
| MATTSON RESOURCES, LLC EIN 26-0369544 NONE | Other services; Direct payment from the plan Service code 49 | — | $58K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $55K |
| MANAGED CARE RESOURCES EIN 95-4227326 NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | — | $42K |
| BUCKMAN-MITCHELL, INC. NONE | Other services; Direct payment from the plan; Insurance services Service code 23 | 500 NORTH SANTE FE VISALIA, CA 93292 | $41K |
| ALL'S WELL EIN 95-4365413 NONE | Direct payment from the plan; Other services Service code 49 | — | $33K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | — | $23K |
| PRECISION DOCUMENT IMAGING EIN 30-0162043 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $22K |
| ATI STAFFING EIN 95-4703000 NONE | Direct payment from the plan; Other services Service code 49 | — | $20K |
| EXPRESS SCRIPTS NONE | Direct payment from the plan; Claims processing Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $18K |
| SEASIDE PRINTING EIN 95-1204090 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $17K |
| BANK OF AMERICA NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | 101 SOUTH TRYON STREET CHARLOTTE, NC 29210 | $17K |
| FIREFIGHTERS PRINT & DESIGN EIN 68-0127137 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $16K |
| JIMMY BLACKMAN & ASSOCIATES EIN 46-3116270 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $15K |
| LEWIS BRISBOIS BISGARRD & SMITH LLP EIN 95-3720522 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| MANAGED CARE ASSISTANCE, INC. EIN 95-4507772 NONE | Direct payment from the plan; Other services Service code 49 | — | $13K |
| ADP EIN 13-3036745 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $13K |
| UNISOURCE SOLUTIONS EIN 95-4117599 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $13K |
| MARVIN PAULL EIN 45-4148610 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $8K |
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 | 2,349 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,801 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,150 | 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 | 900 | $198K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 900 | $259K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 900 | — |
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.