No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Accounting (including auditing); Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $838K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Claims processing; Other services; Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $302K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general) Service code 16 | — | $132K |
| WOHLNER KAPLON CUTLER HALFORD EIN 83-2856417 NONE | Legal; Direct payment from the plan Service code 29 | — | $99K |
| VERUS EIN 91-1320111 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $48K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $45K |
| US BANK EIN 31-0841368 NONE | Other services Service code 49 | — | $36K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 19 | — | $2K |
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 | 2,952 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 406 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,358 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 3,124 | $25.3M |
| Dental | DELTA DENTAL OF CALIFORNIA | 2,053 | $2.0M |
| Vision | VISION SERVICE PLAN | 2,049 | $322K |
| Life insurance | THE UNION LABOR LIFE INSURANCE CO. | 2,696 | $128K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE CO. | 1,257 | $815K |
| Other | THE UNION LABOR LIFE INSURANCE CO. | 2,696 | $92K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,124 | — |
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.