No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SHEET METAL BENEFIT PLANS ADMINIS EIN 95-4337897 AFFILIATED ADMIN CORP | Plan Administrator Service code 14 | 111 N SEPULVEDA BLVD MANHATTAN BEACH, CA 90266 | $3.0M |
| THE SEGAL COMPANY EIN 95-6377503 NONE | Actuarial Service code 11 | 330 N BRAND BOULEVARD GLENDALE, CA 91203 | $599K |
| BLUE CROSS OF CALIFORNIA EIN 95-3760980 NONE | Contract Administrator Service code 13 | POBOX 629 WOODLAND HILLS, CA 91365 | $327K |
| GILBERT & SACKMAN EIN 95-2906951 NONE | Legal Service code 29 | 3699 WILSHIRE BOULEVARD SUITE 1200 LOS ANGELES, CA 90010 | $216K |
| HAMILTON, GARCIA & ASSOC LP EIN 76-0589652 NONE | Investment management fees paid directly by plan Service code 51 | 5 HOUSTON CENTER 1401 MCKINNEY SUITE, TX 770104035 | $176K |
| LINDQUIST CPAS LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON, CA 945834346 | $173K |
| DAVID BRODY & CO EIN 95-4778275 NONE | Accounting (including auditing) Service code 10 | 17785 CENTER COURT DRIVE SUITE 680 CERRITOS, CA 90703 | $44K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Other fees Service code 99 | NW 7091 PO BOX 1450 MINNEAPOLIS, MN 55485 | $42K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Contract Administrator Service code 13 | PO BOX 45210 SAN FRANCISCO, CA 94145 | $37K |
| MILLER, KAPLAN, ARASE & CO LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | 4123 LANKERSHIM BLVD NORTH HOLLYWOOD, CA 91602 | $27K |
| MORGAN STANLEY SMITH BARNEY EIN 13-2919773 NONE | Investment advisory (plan) Service code 27 | 2380 E BIDWELL STREET FOLSOM, CA 95630 | $20K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other fees Service code 99 | 330 MADISON AVENUE 9TH FLOOR NEW YORK, NY 10017 | $10K |
| COMERICA BANK EIN 42-1741646 NONE | Custodial (securities) Service code 19 | 411 WLAFAYETTE DETROIT, MI 48226 | $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 | 4,461 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,346 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,807 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 6 carriers) | UNITED HEALTH CARE CALIFORNIA | 1,016 | $40.7M |
| Dental(4 contracts, 3 carriers) | DELTA DENTAL PLAN OF CALIFORNIA | 2,449 | $3.5M |
| Vision | HEALTH PLAN OF NEVADA | 140 | $1.4M |
| Prescription drug(4 contracts, 4 carriers) | HEALTH NET | 545 | $9.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,449 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.