No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CARD ADMIN EIN 95-4331852 NONE | Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $502K |
| DELTA DENTAL ADMIN EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $440K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $279K |
| PETRA CONSULTING GROUP EIN 95-4308045 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $262K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $147K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $131K |
| VIRTUOUS GROUP NONE | Direct payment from the plan; Other services Service code 49 | 1930 VILLAGE CENTER CIR LAS VEGAS, NV 89134 | $125K |
| BERNARD KOTKIN AND COMPANY LLP EIN 95-2556670 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $99K |
| INVIDASYS EIN 26-4773559 NONE | Direct payment from the plan; Other services Service code 49 | — | $84K |
| OPTUM RX EIN 33-0441200 NONE | Claims processing; Float revenue; Direct payment from the plan; Other fees Service code 12 | — | $66K |
| HARMAN PRESS NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 6840 VINELAND AVE NORTH HOLLYWOOD, CA 91605 | $65K |
| CPAS SYSTEMS INC NONE | Direct payment from the plan; Other services Service code 49 | — | $64K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $46K |
| R.V. KUHNS & ASSOCIATES INC EIN 93-0910652 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $41K |
| CORNWELL & BALDWIN EIN 32-0453228 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| MEDICAL REVIEW INSTITUTE EIN 87-0394756 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $17K |
| XO HOLDINGS NONE | Other services; Direct payment from the plan Service code 49 | 1924 E. DEERE AVE 110 SANTA ANA, CA 92705 | $16K |
| HOUSE OF PRINTING INC EIN 95-2234833 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $12K |
| BNY MELLON EIN 95-3571558 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $11K |
| CLINE, GLEN NONE | Consulting (general); Direct payment from the plan Service code 16 | 27454 MATTERHORN DR LAKE ARROWHEAD, CA 92352 | $8K |
| MELISSA W. COOK & ASSOCIATES EIN 95-3245809 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| SIGMANET INC NONE | Direct payment from the plan; Other services Service code 49 | 4290 E. BRICKELL ST ONTARIO, CA 91761 | $7K |
| AUTO DATA PROCESS EIN 22-1467904 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $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 | 13,213 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,981 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,194 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 10,216 | $26.0M |
| Dental(4 contracts, 3 carriers) | HEALTH NET | 516 | $2.5M |
| Vision | HEALTH NET | 333 | $2.3M |
| Other | MANAGED HEALTH NETWORK | 28,096 | $2.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 28,096 | — |
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.