No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS EIN 23-2184623 NONE | Claims processing; Contract Administrator Service code 12 | — | $7.6M |
| CARPENTERS SOUTHWEST ADMIN. CORP. EIN 95-3687194 AFFILIATED ADMIN. CORP. | Contract Administrator; Claims processing Service code 12 | — | $7.3M |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing Service code 12 | — | $3.5M |
| SHANLEY APC EIN 87-3029070 NONE | Legal Service code 29 | — | $995K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | — | $545K |
| NOSSAMAN LLP NONE | Legal Service code 29 | 777 SOUTH FIGUEROA STREET 34TH FL LOS ANGELES, CA 90017 | $542K |
| LEVEL CARE HEALTH CONSORTIUM EIN 83-2819398 NONE | Consulting (general) Service code 16 | — | $326K |
| COMPSYCH CORPORATION EIN 36-3739783 NONE | Other services Service code 49 | — | $312K |
| UNION PRESS EIN 20-5488248 NONE | Copying and duplicating Service code 36 | — | $223K |
| VIRTA MEDICAL EIN 36-4841662 NONE | Consulting (general) Service code 16 | — | $136K |
| DODGE & COX EIN 94-1441976 NONE | Investment management Service code 28 | — | $111K |
| YOUSIF CAPITAL MANAGEMENT EIN 86-1880507 NONE | Investment management Service code 28 | — | $88K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $45K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan); Investment management Service code 27 | — | $43K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $42K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $35K |
| THE PHIA GROUP, LLC NONE | Consulting (general) Service code 16 | 40 PEQUOT WAY CANTON, MA 02021 | $21K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal Service code 29 | — | $19K |
| CURTIS CONYERS EIN 95-6042843 TRUSTEE | Trustee (individual) Service code 20 | — | $18K |
| WELFARE AND PENSION ADMIN SERVICE EIN 91-1363171 NONE | Consulting (general) Service code 16 | — | $13K |
| INVESCO ADVISERS INC EIN 58-1707262 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management Service code 28 | — | $9K |
| MANATT, PHELPS & PHILLIPS LLP EIN 95-2375841 NONE | Legal Service code 29 | — | $6K |
| BARLOW, COUGHRAN, MORALES & JOSEPHS EIN 91-0889948 NONE | Legal Service code 29 | — | $5K |
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 | 51,730 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 51,730 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 37,007 | $194.0M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 96,235 | $22.8M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 96,235 | $22.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 100,010 | $1.7M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 100,010 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 100,010 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.