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 |
|---|---|---|---|
| COAST BENEFITS EIN 33-0670046 NONE | Contract Administrator Service code 13 | 3444 CAMINO DEL RIO NORTH SAN DIEGO, CA 92108 | $60K |
| VERUS EIN 91-1320111 NONE | Investment management Service code 28 | 999 THIRD AVENUE SUITE 4200 SEATTLE, WA 98104 | $59K |
| RAEL & LETSON EIN 94-0701048 NONE | Consulting (general); Actuarial Service code 11 | 378 VINTAGE PARK DRIVE FOSTER CITY, CA 944044813 | $27K |
| ASH W. SHENOUDA, CPA EIN 27-0091760 NONE | Accounting (including auditing) Service code 10 | 5001 BIRCH ST 23 NEWPORT BEACH, CA 92660 | $14K |
| REICH,ADELL, CROST & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | 3550 WILSHIRE BOULEVARD STE 2000 LOS ANGELES, CA 90010 | $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 | 1,358 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 583 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 294 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | 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."
Self-funded plan with no stop-loss carrier attached. Catastrophic-risk exposure; stop-loss specialist sales target.