No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPERATING ENGINEERS FUNDS INC EIN 95-2694167 REIMBURSE CLAIMS EXPENSES | Claims processing; Plan Administrator; Contract Administrator Service code 12 | 100 CORSON ST. PASADENA, CA 91103 | $7.3M |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | 3350 PEACHTREE ROAD POB 30302-445 ATLANTA, GA 303261039 | $1.4M |
| LAQUER URBAN CLIFFORD & HODGE, LLP EIN 95-4047729 NONE | Legal Service code 29 | 225 SOUTH LAKE AVENUE SUITE 200 PASADENA, CA 91101 | $406K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Actuarial; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 11 | 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO, CA 94104 | $161K |
| VERISK HEALTH EIN 56-2059380 NONE | Consulting (general) Service code 16 | 10897 S. RIVER FRONT PWY, SUITE 200 SOUTH JORDAN, UT 84095 | $120K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general) Service code 16 | 35 NORTH LAKE AVENUE SUITE 810 PASADENA, CA 91101 | $89K |
| BERNARD KOTKIN & COMPANY LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES, CA 90071 | $84K |
| WELLS FARGO BANK EIN 41-0449260 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 420 MONTGOMERY STREET SAN FRANCISCO, CA 94163 | $77K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | P.O. BOX 3110 MILWAUKEE, WI 53201 | $61K |
| AXIOM SYSTEMS EIN 23-2841822 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | 241 E. FOURTH STREET SUITE 200 FREDERICK, MD 21701 | $51K |
| SWITCH EIN 51-0500225 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | P.O. BOX 400850 LAS VEGAS, NV 89140 | $42K |
| EDI HEALTH GROUP EIN 90-0117186 NONE | Claims processing Service code 12 | 17701 COWAN ST, SUITE 250 IRVINE, CA 92614 | $39K |
| ROBERT S. MCNAMARA, DDS NONE | Consulting (general) Service code 16 | 835 HUNTINGTON DRIVE SAN MARINO, CA 91108 | $32K |
| THE VIRTUOUS GROUP LLC EIN 27-0365275 NONE | Consulting (general) Service code 16 | 1930 VILLAGE CENTER CIRCLE 3-397 LAS VEGAS, NV 89134 | $28K |
| HYLAND SOFTWARE EIN 34-1699247 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 28500 CLEMENS ROAD WESTLAKE, OH 44145 | $24K |
| PARKER MILLIKEN EIN 95-4350527 NONE | Legal Service code 29 | 555 SOUTH FLOWER STREET LOS ANGELES, CA 90071 | $22K |
| CARROLL & SCULLY, INC. EIN 94-2690827 NONE | Legal Service code 29 | 300 MONTGOMERY STREET SUITE 735 SAN FRANCISCO, CA 94104 | $20K |
| RJ HEALTH SYSTEMS EIN 01-0744806 NONE | Consulting (general) Service code 16 | P.O. BOX 290616 WETHERSFIELD, CT 06109 | $18K |
| TIER FIVE EIN 20-3869123 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 7580 LAS VEGAS BLVD SOUTH 399 LAS VEGAS, NV 89123 | $16K |
| USA SENIOR CARE NETWORK INC EIN 74-2810999 NONE | Consulting (general) Service code 16 | 1250 S. CAPITOL OF TX HWY SUITE 500 AUSTIN, TX 78746 | $11K |
| NEW ENGLAND PENSION CONSULTANTS EIN 26-1429809 NONE | Investment advisory (plan) Service code 27 | 255 STATE STREET BOSTON, MA 02109 | $10K |
| DATABASE SPECIALISTS EIN 91-1762363 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 580 CALIFORNIA STREET SUITE 1600 SAN FRANCISCO, CA 90202 | $8K |
| HUTCHISON & BLOODGOOD LLP EIN 95-0858589 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | 550 N. BRAND BLVD., 14TH FLOOR GLENDALE, CA 91203 | $7K |
| MCLEOD & WITHAM EIN 26-2205758 NONE | Legal Service code 29 | 707 WILSHIRE BLVD., SUITE 5000 LOS ANGELES, CA 90017 | $7K |
| MEDICAL REVIEW INSTITUTE EIN 87-0515201 NONE | Consulting (general) Service code 16 | 2875 S. DECKER LAKE DRIVE SUITE 550 SALT LAKE CITY, UT 84119 | $6K |
| THUY THU NGUYEN NONE | Consulting (general) Service code 16 | 2850 STARCREST DRIVE DUARTE, CA 91010 | $6K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $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 | 10,139 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,545 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 14,684 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 7,081 | $65.1M |
| Dental(5 contracts, 4 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 3,210 | $1.9M |
| Vision | VISION SERVICE PLAN | 13,935 | $1.4M |
| Prescription drug(2 contracts, 2 carriers) | CVS PHARMACY, INC. | 23,373 | $47.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,373 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.