No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION EIN 13-2501278 NONE | Plan Administrator Service code 14 | 13191 CROSSROADS PKWY N SUITE 205 CITY OF INDUSTRY, CA 91746 | $187K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial Service code 11 | 35 NORTH LAKE SUITE 810 PASADENA, CA 91101 | $65K |
| REICH, ADELL, CROST & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | 3550 WILSHIRE BLVD SUITE 2000 LOS ANGELES, CA 90010 | $64K |
| DAVID BRODY & CO. EIN 95-4778275 NONE | Accounting (including auditing) Service code 10 | 17785 CENTER COURT DRIVE SUITE 680 CERRITOS, CA 90703 | $19K |
| UNION BANK OF CALIFORNIA EIN 94-0304228 NONE | Custodial (securities) Service code 19 | 1980 SATURN STREET MONTEREY PARK, CA 91755 | $12K |
| MEDEXPERT INTERNATIONAL, INC. EIN 94-3360248 NONE | Other services Service code 49 | PO BOX 7550 MENLO PARK, CA 94026 | $10K |
| SOUTHWEST MONEY MANAGEMENT EIN 95-6055492 NONE | Investment advisory (plan) Service code 27 | 1102 CAMINO DEL CERRITOS SAN DIMAS, CA 91773 | $7K |
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 | 55 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 71 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC., S. CALIFORNIA REGION | 16 | $454K |
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 51 | $1K |
| Stop-loss / reinsurancereinsurance | BENEFITMALL | 26 | $118K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 51 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.