No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CARPENTERS SOUTHWEST ADMINISTRATIVE EIN 95-3687194 ADMINISTRAT SERV-CLAIMS | Contract Administrator Service code 13 | 533 SOUTH FREMONT AVE. 7TH FLOOR LOS ANGELES, CA 90071 | $4.5M |
| ANTHEM BLUE CROSS OF CALIFORNIA EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | POB 30302-445 ATLANTA, GA 30326 | $1.8M |
| DECARLO, CONNER, SHANLEY EIN 95-4022565 NONE | Legal Service code 29 | 533 SOUTH FREMONT AVE. 9TH FLOOR LOS ANGELES, CA 90071 | $582K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | P.O. BOX 4070 NEW YORK, NY 10261 | $329K |
| MANATT, PHELPS, PHILLIPS EIN 95-2375841 NONE | Legal Service code 29 | 11355 W. PLYMPIC BLVD. LOS ANGELES, CA 90064 | $149K |
| BERNARD KOTKIN AND COMPANY LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 SOUTH FREMONT AVE. SUITE 802 LOS ANGELES, CA 90071 | $58K |
| ALAN D. BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | 535 MIDDLEFIELD RD., SUITE 230 MENLO PARK, CA 94025 | $21K |
| US BANK EIN 31-0841368 NONE | Custodial (securities) Service code 19 | 221 SOUTH FIGUEROA ST. STE 210 LOS ANGELES, CA 90012 | $13K |
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 | 23,577 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 23,577 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 7 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 0 | $219.0M |
| Dental(4 contracts, 4 carriers) | DELTA DENTAL OF CALIFORNIA | 0 | $6.9M |
| Vision | SPECTERA | 0 | $1.8M |
| Life insurance | VOYA FINANCIAL | 0 | $785K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.