No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| IRONWORKERS EMPLOYEES' BENEFIT CORP EIN 95-3084599 ADMIN. ORGANIZATION | Claims processing Service code 12 | 131 N. EL MOLINO AVE, STE 330 PASADENA, CA 91101 | $4.2M |
| PETRA CONSULTING GROUP EIN 95-4308045 NONE | Consulting (general) Service code 16 | 787 GREENRIDGE DRIVE LA CANADA, CA 91011 | $309K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | 100 MONTGOMERY STREET, STE 500 SAN FRANCISCO, CA 94104 | $235K |
| TRIZETTO GROUP INC. EIN 33-0761159 NONE | Other fees Service code 99 | P.O. BOX 122140 DALLAS, TX 75312 | $164K |
| SCHWARTZ,STEINSAPIR,DOHRMANN EIN 56-9588907 NONE | Claims processing Service code 12 | 6300 WILSHIRE BLVD, STE 2000 LOS ANGELES, CA 90048 | $156K |
| BERNARD KOTKIN AND COMPANY LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 SOUTH FREMONT AVE, STE 802 LOS ANGELES, CA 90071 | $133K |
| INVIDASYS EIN 26-4773559 NONE | Other fees Service code 99 | 2500 S. POWER ROAD, STE 215 MESA, AZ 85209 | $103K |
| R.V.KUHNS & ASSOCIATES, INC EIN 93-0910652 NONE | Trustee (individual) Service code 20 | 1211 SW 5TH AVENUE, SUITE 900 PORTLAND, OR 972043709 | $79K |
| MELISSA W. COOK & ASSOCIATES EIN 95-3245809 NONE | Investment advisory (participants) Service code 26 | 3444 CAMINO DEL RIO NORTH, STE 106 SAN DIEGO, CA 92108 | $74K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal Service code 29 | 605 ELLIS STREET, SUITE 200 MOUNTAIN VIEW, CA 94043 | $50K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Other fees Service code 99 | 1000 LAKES DRIVE, SUITE 250 WEST COVINA, CA 91790 | $47K |
| INTECH HEALTH VENTURE EIN 20-5432884 NONE | Other fees Service code 99 | 405 E. WETMORE 117-150 TUCSON, AZ 85705 | $39K |
| BNY MELLON EIN 95-3571558 NONE | Investment advisory (participants) Service code 26 | P.O. BOX 392006 PITTSBURG, PA 152519006 | $19K |
| TREASURE SEARCH PARTNERS EIN 47-4192180 NONE | Other fees Service code 99 | 2528 SUTTER ST SAN FRANCISCO, CA 94115 | $16K |
| CONTEXT 4 HEALTHCARE INC EIN 27-0386030 NONE | Other fees Service code 99 | 2056 WESTINGS AVE, STE 220 NAPERVILLE, IL 60563 | $13K |
| MEDICAL REVIEW INSTITUTE EIN 87-0394756 NONE | Employee (plan) Service code 30 | P.O. BOX 25547 SALT LAKE CITY, UT 841250547 | $10K |
| ROBERT HALF TECHNOLOGY EIN 94-1648752 NONE | Other fees Service code 99 | 10960 WILSHIRE BLVD. 900 LOS ANGELES, CA 90024 | $8K |
| CORNWELL & BALDWIN EIN 32-0453228 NONE | Legal Service code 29 | 1017 EAST GRAND AVENUE ESCONDIDO, CA 82025 | $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 | 10,285 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,040 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,325 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(13 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC NO CAL REGION | 8,156 | $37.0M |
| Dental(8 contracts, 5 carriers) | DELTA DENTAL OF CALIFORNIA | 9,657 | $750K |
| Vision | SPECTERA, INC. | 142 | $3K |
| Other | MANAGED HEALTH NETWORK SERVICES | 10,160 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,160 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.