No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CARPENTERS SOUTHWEST ADMIN. CORP. EIN 95-3687194 AFFILIATED ADMIN. CORP. | Claims processing; Contract Administrator Service code 12 | 533 S FREMONT AVE, 7TH FLOOR LOS ANGELES, CA 90071 | $5.5M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services Service code 12 | P.O. BOX 629 WOODLAND HILLS, CA 91635 | $1.4M |
| DECARLO & SHANLEY EIN 95-4022565 NONE | Legal Service code 29 | 533 S FREMONT AVE, 9TH FLOOR LOS ANGELES, CA 90071 | $574K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Consulting (general) Service code 11 | 1230 W. WASHINGTON ST., SUITE 501 TEMPE, AZ 85281 | $292K |
| MANATT, PHELPS & PHILIPPS LLP EIN 95-2375841 NONE | Legal Service code 29 | 11355 WEST OLYMPIC BOULEVARD LOS ANGELES, CA 90064 | $95K |
| BERNARD KOTKIN & COMPANY, LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 S FREMONT AVE 8TH FLOOR LOS ANGELES, CA 90071 | $45K |
| LS INVESTMENT ADVISORS, LLC EIN 26-2620361 NONE | Investment management Service code 28 | P. O. BOX 674124 DETROIT, MI 48267 | $44K |
| PHARMACEUTICAL STRATEGIES GROUP EIN 27-2345574 NONE | Consulting (general) Service code 16 | 7410 SW. OLESON ROAD PORTLAND, OR 97223 | $23K |
| ALAN D. BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | 535 MIDDLE FIELD ROAD, SUITE 230 MENLO PARK, CA 94025 | $21K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 NONE | Claims processing; Contract Administrator Service code 12 | 100 PARSON POND DRIVE FRANKLIN LAKES, NJ 07417 | $18K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 221 SOUTH FIGUEROA ST., SUITE 210 LOS ANGELES, CA 90012 | $9K |
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 | 25,690 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 25,690 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 66,895 | $225.9M |
| Dental(5 contracts, 5 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 66,895 | $121.0M |
| Vision(3 contracts, 3 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 66,895 | $115.3M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 24,271 | $809K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH PLAN OF NEVADA, INC. | 5,900 | $17.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 66,895 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
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.