No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $252K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $82K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $81K |
| MILLIMAN EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $36K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $30K |
| SMART SOURCE EIN 30-0830429 NONE | Direct payment from the plan; Other services Service code 49 | — | $14K |
| U.S BANK EIN 31-0841368 NONE | Direct payment from the plan; Other services Service code 49 | — | $8K |
| FIDUCIARY TRUST INT'L OF THE SOUTH EIN 65-0080824 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 409 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 44 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 453 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 774 | $5.6M |
| Dental | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | 692 | $106K |
| Life insurance | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 444 | $10K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 168 | $1.2M |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 159 | $318K |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 444 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 774 | — |
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.