No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| IRONWORKERS EMPLOYEES BENEFITS CORP EIN 95-3084599 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $3.0M |
| ANTHEM BLUE CROSS LIFE & HEALTH EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Other services; Float revenue; Claims processing Service code 12 | — | $2.3M |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $541K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (pension); Actuarial; Direct payment from the plan Service code 11 | — | $299K |
| PACIFIC HEALTH ALLIANCE NONE | Claims processing; Direct payment from the plan Service code 12 | 1525 ROLLINS ROAD, SUITE B BURLINGAME, CA 94010 | $298K |
| OPTUM RX EIN 33-0441200 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $234K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Other fees; Legal; Direct payment from the plan Service code 29 | — | $209K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $183K |
| TOP TIER RESOURCES, INC EIN 82-2957919 NONE | Direct payment from the plan; Consulting (general); Other services Service code 16 | — | $141K |
| COGNIZANT TRIZETTO SWFT GR INC. NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 122140 DALLAS, TX 75312 | $117K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $109K |
| RED-CARD SYSTEM LLC EIN 20-5388701 NONE | Other services; Direct payment from the plan Service code 49 | — | $105K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $51K |
| LOGICALIS, INC. EIN 13-4000122 NONE | Direct payment from the plan; Other services Service code 49 | — | $33K |
| IRON MOUNTAIN INC EIN 04-3038590 NONE | Direct payment from the plan; Other services Service code 49 | — | $32K |
| THE BANK OF NEW YORK MELLON TRUST EIN 95-3571558 NONE | Custodial (securities); Float revenue; Direct payment from the plan; Other investment fees and expenses Service code 19 | — | $31K |
| R.V. KUHNS & ASSOCIATES INC EIN 93-0910652 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $27K |
| AUTOMATIC DATA PROCESSING EIN 22-1467904 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $24K |
| NTH GENERATION COMPUTING, INC NONE | Other services; Direct payment from the plan Service code 49 | 17055 CAMINO SAN BERNARDO SAN DIEGO, CA 92127 | $24K |
| CHRISTIANSEN JAMES AND MARTIN EIN 88-0330440 NONE | Direct payment from the plan; Other services Service code 49 | — | $16K |
| CONTEXT 4 HEALTHCARE, INC. EIN 27-0386030 NONE | Other services; Direct payment from the plan Service code 49 | — | $13K |
| MARSH & MCLENNAN AGENCY LLC EIN 36-1436000 NONE | Insurance brokerage commissions and fees Service code 53 | — | $13K |
| HOUSE OF PRINTING INC EIN 95-2234833 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $11K |
| AEROTEK PROFESSIONAL SERVICE NONE | Other services; Direct payment from the plan Service code 49 | 13191 CROSSROADS PKWY N 105 CITY OF INDUSTRY, CA 91746 | $6K |
| ACCOUNTING PRINCIPALS, INC EIN 59-3482208 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| RKL ESOLUTIONS LLC EIN 26-2108173 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
| MEDICAL REVIEW INSTITUTE EIN 87-0394756 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $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 | 10,112 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,113 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,225 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 33,289 | $51.7M |
| Dental(4 contracts, 3 carriers) | HEALTH NET | 403 | $2.1M |
| Vision | HEALTH NET | 241 | $1.9M |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 2,108 | $7.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 33,289 | — |
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.