No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.8M |
| BROADREACH MEDICAL RESOURCES EIN 02-0640082 NONE | Claims processing Service code 12 | — | $1.7M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other services; Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $343K |
| WOHLNER KAPLON CUTLER HALFORD & ROS EIN 95-4177931 NONE | Legal Service code 29 | — | $114K |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Other services Service code 49 | — | $112K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $84K |
| CREW MACQUARRIE & ASSOCIATES EIN 38-3647875 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $83K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Consulting (general) Service code 11 | — | $83K |
| SEYFARTH SHAW, LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $67K |
| HENNINGFIELD & ASSOCIATES, INC. EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $41K |
| DR. DONALD HUBER, DDS EIN 27-2119805 NONE | Consulting (general) Service code 16 | — | $34K |
| BARRY MITCHELL DDS EIN 95-3919508 NONE | Consulting (general) Service code 16 | — | $32K |
| COMERICA BANK NONE | Custodial (securities) Service code 19 | 611 ANTON BLVD, STE 200 COSTA MESA, CA 92626 | $25K |
| AMERICAN SPECIALTY NETWORKS EIN 33-0571188 NONE | Other services Service code 49 | — | $13K |
| MATT MACLEAN EIN 95-4809941 NONE | Consulting (general) Service code 16 | — | $11K |
| AMERICAN HEALTH HOLDING INC EIN 31-1368946 NONE | Other services Service code 49 | — | $8K |
| PODIATRY PLAN EIN 94-2864053 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $7K |
| HARRY ROSENFELD, DDS EIN 95-3291652 NONE | Consulting (general) Service code 16 | — | $6K |
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 | 6,988 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,508 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN - SOUTHERN CALIFORNIA | 14,144 | $87.0M |
| Dental | LIBERTY DENTAL PLAN OF CALIFORNIA, INC. | 5,175 | $683K |
| Vision | VISION SERVICE PLAN | 6,933 | $892K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,746 | $265K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,144 | — |
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.