No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $732K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general) Service code 16 | — | $87K |
| HILL FARRER & BURRILL LLP EIN 95-2153880 NONE | Legal Service code 29 | — | $80K |
| WOHLNER KAPLON PHILLIPS YOUNG EIN 95-2699554 NONE | Legal Service code 29 | — | $61K |
| VERUS EIN 91-1320111 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $35K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $30K |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 NONE | Actuarial Service code 11 | — | $15K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities) Service code 19 | — | $6K |
| UNION BANK EIN 95-1234979 NONE | Other fees Service code 99 | — | $6K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Other services; Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4K |
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 | 2,211 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 130 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,341 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,809 | $14.5M |
| Dental | DELTA DENTAL OF CALIFORNIA | 4,985 | $1.9M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,545 | $378K |
| Life insurance(3 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE CO. | 1,964 | $176K |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE CO. | 442 | $302K |
| Other | THE UNION LABOR LIFE INSURANCE CO. | 1,445 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,985 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.