No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CARPENTERS SOUTHWEST ADMIN CORP EIN 95-3687194 ADMIN ORG | Contract Administrator Service code 13 | 533 S. FREMONT AVE. STE 7TH FLOOR LOS ANGELES, CA 90071 | $1.4M |
| DECARLO CONNOR AND SHANLEY EIN 95-4022565 NONE | Legal Service code 29 | 533 S. FREMONT AVE. STE 9TH FLOOR LOS ANGELES, CA 90071 | $257K |
| KELLY DRYE & WARREN, LLP EIN 13-5335107 NONE | Other fees Service code 99 | 101 PARK AVENUE NEW YORK, NY 10178 | $55K |
| BERNARD KOTKIN AND CO, LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 S. FREMONT AVE. STE 802 LOS ANGELES, CA 90071 | $25K |
| ALAN D. BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | 535 MIDDLETON ROAD, STE 200 MENLO PARK, CA 94025 | $12K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 221 SOUTH FIGUEROA ST STE 210 LOS ANGELES, CA 90012 | $7K |
| LS INVESTMENT ADVISORS, LLC EIN 26-2620361 NONE | Investment management Service code 28 | P.O.BOX 674124 DETROIT, MI 482674124 | $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 | 19,005 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 19,005 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.