No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPERATING ENGINEERS FUNDS INC EIN 95-2694167 REIMBURSE SALARIES | Contract Administrator; Plan Administrator; Claims processing Service code 12 | 100 CORSON ST. PASADENA, CA 91103 | $7.4M |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Float revenue; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 12 | 3350 PEACHTREE ROAD POB 30302-445 ATLANTA, GA 303261039 | $1.6M |
| LAQUER URBAN CLIFFORD & HODGE, LLP EIN 95-4047729 NONE | Legal Service code 29 | 225 SOUTH LAKE AVENUE SUITE 200 PASADENA, CA 91101 | $477K |
| BASYS EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3700 KOPPERS STREET SUITE 400 BALTIMORE, MD 21227 | $155K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Insurance brokerage commissions and fees; Actuarial; Insurance agents and brokers; Consulting (general) Service code 11 | 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO, CA 94104 | $113K |
| BERNARD KOTKIN & COMPANY LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES, CA 90071 | $103K |
| 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 | $90K |
| PROPEER RESOURCES LLC EIN 87-0580022 NONE | Consulting (general) Service code 16 | P.O. BOX 1148 BOUNTIFUL, UT 84011 | $80K |
| 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 | $72K |
| PART D ADVISORS INC. EIN 20-2595200 NONE | Consulting (general) Service code 16 | 17199 N. LAUREL PARK DRIVE LIVONIA, MI 48152 | $70K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general) Service code 16 | 35 NORTH LAKE AVENUE SUITE 810 PASADENA, CA 91101 | $64K |
| DATA CENTER WAREHOUSE EIN 46-3285804 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 16485 LAGUNA CANYON ROAD, SUITE 140 IRVINE, CA 92618 | $59K |
| 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 | $52K |
| EDI HEALTH GROUP EIN 90-0117186 NONE | Claims processing Service code 12 | 17701 COWAN ST, SUITE 250 IRVINE, CA 92614 | $44K |
| SWITCH EIN 51-0500225 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | P.O. BOX 400850 LAS VEGAS, NV 89140 | $43K |
| ROBERT S. MCNAMARA, DDS NONE | Consulting (general) Service code 16 | 835 HUNTINGTON DRIVE SAN MARINO, CA 91108 | $35K |
| HYLAND SOFTWARE EIN 34-1699247 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 28500 CLEMENS ROAD WESTLAKE, OH 44145 | $30K |
| THE VIRTUOUS GROUP LLC EIN 27-0365275 NONE | Consulting (general) Service code 16 | 1930 VILLAGE CENTER CIRCLE 3-397 LAS VEGAS, NV 89134 | $28K |
| CARROLL & SCULLY, INC. EIN 94-2690827 NONE | Legal Service code 29 | 300 MONTGOMERY STREET SUITE 735 SAN FRANCISCO, CA 94104 | $20K |
| 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 | $15K |
| DARKTRACE LIMITED EIN 98-1156435 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 555 MISSION STREET, SUITE 3225 SAN FRANCISCO, CA 94105 | $14K |
| NEW ENGLAND PENSION CONSULTANTS EIN 26-1429809 NONE | Investment advisory (plan) Service code 27 | 255 STATE STREET BOSTON, MA 02109 | $10K |
| ORACLE AMERICA INC. EIN 94-2805249 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 500 ORACLE PARKWAY REDWOOD CITY, CA 94065 | $9K |
| OPTUM EIN 46-3328307 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 15 | 11000 OPTUM CIRCLE EDEN PRAIRIE, MN 55344 | $9K |
| SIGMANET EIN 52-1728942 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 4290 E. BRICKELL STREET ONTARIO, CA 91761 | $8K |
| SOLAR WINDS EIN 73-1559348 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 7171 SOUTHWEST PARKWAY BLDG 400 AUSTIN, TX 78735 | $8K |
| 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 | $8K |
| OPTIV SECURITY EIN 43-1806449 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1125 17TH STREET, SUITE 1700 DENVER, CO 80202 | $7K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Investment management fees paid directly by plan Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $6K |
| ALIEN VAULT INC EIN 45-4399193 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1875 S. GRANT ST, SUITE 200 SAN MATEO, CA 94402 | $6K |
| NEA EIN 59-3399754 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3577 PARKWAY LANE SUITE 250 NORCROSS, GA 30092 | $5K |
| MCLEOD & WITHAM EIN 26-2205758 NONE | Legal Service code 29 | 707 WILSHIRE BLVD., SUITE 5000 LOS ANGELES, CA 90017 | $3K |
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 | 10,416 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,509 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 1,241 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 14,925 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 7,567 | $67.1M |
| Dental(5 contracts, 4 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 3,354 | $2.0M |
| Vision | VISION SERVICE PLAN | 14,566 | $1.4M |
| Prescription drug(2 contracts, 2 carriers) | CVS PHARMACY, INC. | 24,072 | $45.6M |
| Other | MANAGED HEALTH NETWORK | 7,206 | $115K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,072 | — |
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.