No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | 3080 BRISTOL STREET, STE 200 COSTA MESA, CA 92626 | $9.5M |
| CARPENTERS SOUTHWEST ADMIN. CORP. EIN 95-3687194 AFFILIATED ADMIN. CORP. | Contract Administrator; Claims processing Service code 12 | 533 S FREMONT AVE, 7TH FLOOR LOS ANGELES, CA 90071 | $4.2M |
| DECARLO & SHANLEY EIN 95-4022565 NONE | Legal Service code 29 | 533 S FREMONT AVE, 9TH FLOOR LOS ANGELES, CA 90071 | $971K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Actuarial Service code 11 | 500 NORTH BRAND BLVD, STE 1400 GLENDALE, CA 912033338 | $416K |
| CONTINENTAL COLORCRAFT EIN 95-2637302 NONE | Copying and duplicating Service code 36 | 1166 W GARVEY AVE MONTEREY PARK, CA 91754 | $275K |
| LS INVESTMENT ADVISORS, LLC EIN 26-2620361 NONE | Investment management Service code 28 | P. O. BOX 674124 DETROIT, MI 48267 | $118K |
| MANATT, PHELPS & PHILIPPS LLP EIN 95-2375841 NONE | Legal Service code 29 | 11355 WEST OLYMPIC BOULEVARD LOS ANGELES, CA 90064 | $65K |
| SAGEBRUSH ANALYTICAL SOLUTIONS EIN 47-4911360 NONE | Other services Service code 49 | 4006 BELT LINE RD ADDISON, TX 75001 | $64K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal Service code 29 | 99 SUMMER ST, 13TH FLOOR BOSTON, MA 02110 | $46K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | 7501 WISCONSIN AVE. SUITE 1200 WEST BETHESDA, MD 20814 | $40K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment management; Investment advisory (plan) Service code 27 | 535 MIDDLE FIELD ROAD, SUITE 230 MENLO PARK, CA 94025 | $32K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | 221 SOUTH FIGUEROA ST., SUITE 210 LOS ANGELES, CA 90012 | $31K |
| RED CARD SYSTEMS, LLC EIN 20-5388701 NONE | Other services Service code 49 | 744 OFFICE PARKWAY ST. LOUIS, MO 63141 | $19K |
| BASYS EIN 52-1796473 NONE | Other services Service code 49 | 3700 KOPPERS STREET, SUITE 400 BALTIMORE, MD 21227 | $18K |
| BAY AREA INTERNATIONAL TRANSLATIONS NONE | Other services Service code 49 | 44240 FREMONT BLVD FREMONT, CA 94538 | $9K |
| FREE TO FORM, INC. EIN 27-0760371 NONE | Other services Service code 49 | 364 CLIFF DRIVE, UNIT 4 PASADENA, CA 91107 | $8K |
| CURTIS CONYERS EIN 95-3687194 TRUSTEE | Trustee (individual) Service code 20 | 533 S FREMONT AVE, 7TH FLOOR LOS ANGELES, CA 90071 | $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 | 33,925 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 33,925 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 40,041 | $178.3M |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 81,444 | $16.9M |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 81,444 | $16.9M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 84,020 | $1.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 84,020 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 84,020 | — |
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.