No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 NONE | Contract Administrator; Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.9M |
| BROADREACH MEDICAL RESOURCES EIN 02-0640082 NONE | Plan Administrator; Claims processing Service code 12 | — | $1.8M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Other services Service code 12 | — | $377K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Other services; Direct payment from the plan Service code 49 | — | $329K |
| SEYFARTH SHAW, LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $156K |
| HEALTH MANAGEMENT CONCEPTS EIN 75-3189468 NONE | Other services Service code 49 | — | $119K |
| WOHLNER KAPLON CUTLER HALFORD & ROS EIN 83-2856417 NONE | Legal Service code 29 | — | $110K |
| HORIZON ACTUARIAL SERVICES EIN 38-3647875 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $93K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Actuarial Service code 11 | — | $93K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $83K |
| PACIFIC INCOME ADVISORS EIN 95-4067974 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $59K |
| HENNINGFIELD & ASSOCIATES, INC. EIN 54-2189926 NONE | Accounting (including auditing) Service code 10 | — | $47K |
| BARRY MITCHELL DDS EIN 55-7843237 NONE | Consulting fees Service code 70 | — | $44K |
| COMERICA BANK EIN 42-1741646 NONE | Account maintenance fees Service code 65 | — | $41K |
| AMERICAN SPECIALTY HEALTH GROUP EIN 33-0571188 NONE | Other services Service code 49 | — | $28K |
| CONSILIUM EIN 81-2546422 NONE | Other insurance wrap fees Service code 67 | — | $18K |
| WORD & BROWN INSURANCE ADMIN INC NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Other commissions Service code 22 | 721 S PARKER RD 300 ORANGE, CA 92868 | $12K |
| HOLLAND, GARY NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Other commissions Service code 22 | 10 ROSANA WAY SUITE 200 TRABUCO CANYON, CA 92679 | $11K |
| PODIATRY PLAN EIN 82-2040110 NONE | Claims processing Service code 12 | — | $8K |
| AJ LONGO AND ASSOCIATES EIN 95-2970212 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $7K |
| AMERICAN HEALTH HOLDING INC EIN 31-1368946 NONE | Other services Service code 49 | — | $7K |
| IRON MOUNTAIN STORAGE EIN 04-3038590 NONE | Other services Service code 49 | — | $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 | 6,547 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,485 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 11,032 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN - SOUTHERN CALIFORNIA | 13,001 | $86.3M |
| Dental | LIBERTY DENTAL PLAN OF CALIFORNIA, INC. | 4,646 | $639K |
| Vision | VISION SERVICE PLAN | 6,479 | $822K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 2,097 | $259K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,001 | — |
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.