No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPTUM NURSELINE SERVICES EIN 41-1289245 INSURANCE PROVIDER | Claims processing Service code 12 | — | $1.5M |
| SAN DIEGO ELECTRICAL ADMINISTRATION EIN 72-1571046 PLAN ADMINISTRATOR | Accounting (including auditing) Service code 10 | — | $1.4M |
| FOUNDATION FOR MEDICAL CARE EIN 95-2097207 SERVICE PROVIDER | Other services Service code 49 | — | $246K |
| HORIZON ACTUARIAL SERVICES EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $142K |
| SALTZMAN & JOHNSON EIN 94-2376174 ATTORNEY | Legal Service code 29 | — | $137K |
| CHANGE HEALTHCARE EIN 13-4346850 SERVICE PROVIDER | Claims processing Service code 12 | 1901 EAST ALTON AVE. STE. 100 SANTA ANA, CA 92705 | $115K |
| FORT WASHINGTON EIN 31-1301863 INVESTMENT ADVISOR | Investment management fees paid directly by plan Service code 51 | 303 BROADWAY, SUITE 1200 CINCINNATI, OH 45202 | $61K |
| DE FRANCE PRINTING EIN 95-1973813 SERVICE PROVIDER | Copying and duplicating Service code 36 | — | $47K |
| NEWTOWER MANAGEMENT, LLC EIN 26-3796332 INVESTMENT ADVISOR | Investment management Service code 28 | — | $42K |
| CRYSTAL CLEAR RX EIN 27-3009945 INSURANCE PROVIDER | Claims processing Service code 12 | — | $28K |
| PMG ADVISORS, LLC EIN 23-2837989 INVESTMENT ADVISOR | Investment management Service code 28 | — | $21K |
| ALSWEET ASSOCIATES EIN 95-2766134 PAYROLL REVIEW | Other services Service code 49 | — | $18K |
| MULTIEMPLOYER.COM EIN 94-3378692 SERVICE PROVIDER | Consulting (general) Service code 16 | — | $18K |
| U.S. BANK EIN 31-0841368 CUSTODIAN | Custodial (securities) Service code 19 | — | $18K |
| PKF, LLP EIN 81-3391684 AUDITOR | Accounting (including auditing) Service code 10 | 2020 CAMINO DEL RIO N. STE. 500 SAN DIEGO, CA 92108 | $17K |
| DEERWALK SERVICE PROVIDER | Other services Service code 49 | — | $12K |
| CA PURCHASERS' CO OP SERVICE PROVIDER | Other services Service code 49 | — | $8K |
| ANY BUDGET PRINTING & MAILING EIN 90-0050477 PRINTING | Copying and duplicating Service code 36 | — | $7K |
| B. JOAN ALEXANDER, RN EIN 56-5663498 AUDITING | Accounting (including auditing) Service code 10 | — | $6K |
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 | 3,150 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 315 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,465 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 2,808 | $3.4M |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 2,731 | $165K |
| Vision | VISION SERVICE PLAN | 2,892 | $0 |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 2,772 | $584K |
| Prescription drug | NAVITUS HEALTH SOLUTIONS | 8,056 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,056 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.