No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAN DIEGO ELECTRICAL ADMINISTRATION EIN 72-1571046 PLAN ADMINISTRATOR | Accounting (including auditing) Service code 10 | — | $1.7M |
| OPTUM NURSELINE SERVICES EIN 41-1289245 INSURANCE PROVIDER | Claims processing Service code 12 | — | $1.3M |
| CHANGE HEALTHCARE EIN 13-4346850 SERVICE PROVIDER | Claims processing Service code 12 | 1901 EAST ALTON AVE. STE. 100 SANTA ANA, CA 92705 | $141K |
| HORIZON ACTUARIAL SERVICES EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $118K |
| SALTZMAN & JOHNSON EIN 94-2376174 ATTORNEY | Legal Service code 29 | — | $96K |
| FORT WASHINGTON EIN 31-1301863 INVESTMENT ADVISOR | Investment management fees paid directly by plan Service code 51 | 303 BROADWAY, SUITE 1200 CINCINNATI, OH 45202 | $85K |
| NEWTOWER MANAGEMENT, LLC EIN 26-3796332 INVESTMENT ADVISOR | Investment management Service code 28 | — | $47K |
| FOUNDATION FOR MEDICAL CARE EIN 95-2097207 SERVICE PROVIDER | Other services Service code 49 | — | $44K |
| PMG ADVISORS, LLC EIN 23-2837989 INVESTMENT ADVISOR | Investment management Service code 28 | — | $28K |
| DE FRANCE PRINTING EIN 95-1973813 SERVICE PROVIDER | Copying and duplicating Service code 36 | — | $25K |
| ALSWEET ASSOCIATES EIN 95-2766134 PAYROLL REVIEW | Other services Service code 49 | — | $19K |
| PKF, LLP EIN 81-3391684 AUDITOR | Accounting (including auditing) Service code 10 | 2020 CAMINO DEL RIO N. STE. 500 SAN DIEGO, CA 92108 | $18K |
| MULTIEMPLOYER.COM EIN 94-3378692 SERVICE PROVIDER | Consulting (general) Service code 16 | — | $12K |
| U.S. BANK EIN 31-0841368 CUSTODIAN | Custodial (securities) Service code 19 | — | $12K |
| ANY BUDGET PRINTING & MAILING EIN 90-0050477 PRINTING | Copying and duplicating Service code 36 | — | $6K |
| DEERWALK EIN 26-4710932 SERVICE PROVIDER | Other services Service code 49 | 430 BEDFORD ST STE 175 LEXINGTON, MA 02420 | $0 |
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 | 3,038 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 309 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,347 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 3,075 | $3.8M |
| Dental(3 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 2,975 | $162K |
| Vision | VISION SERVICE PLAN | 2,816 | $0 |
| Life insurance | METLIFE | 3,111 | $167K |
| Prescription drug | NAVITUS HEALTH SOLUTIONS | 7,826 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,826 | — |
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.