No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0680697 NONE | Accounting (including auditing); Contract Administrator Service code 10 | — | $6.1M |
| LIBERTY DENTAL OF CALIFORNIA EIN 33-0979956 NONE | Contract Administrator Service code 13 | — | $370K |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Float revenue; Claims processing Service code 12 | PO BOX 629 WOODLAND HILLS, CA 91365 | $289K |
| ANTHONY BUBENAS EIN 95-2368103 NONE | Consulting (general) Service code 16 | — | $206K |
| AMERICAN SPECIALTY NETWORK EIN 33-0571188 NONE | Other fees Service code 99 | 10221 WATERIDGE CIRCLE SAN DIEGO, CA 92121 | $178K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $163K |
| SOUTHWEST MONEY MANAGEMENT, INC EIN 95-6055492 NONE | Investment advisory (plan) Service code 27 | 1333 S BELARDO RD 422 PALM SPRINGS, CA 92264 | $125K |
| THE HARMAN PRESS EIN 95-2280466 NONE | Other fees Service code 99 | 6840 VINLAND AVE NORTH HOLLYWOOD, CA 91605 | $103K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | — | $87K |
| DAVID BRODY EIN 95-4778275 NONE | Accounting (including auditing) Service code 10 | — | $75K |
| WOHLNER, KAPLON, PHILLIPS, YOUNG & EIN 95-4177931 NONE | Legal Service code 29 | — | $74K |
| WESTCOAST MAILERS EIN 41-2039938 NONE | Other fees Service code 99 | 5630 BORWICK AVE SOUTH GATE, CA 90280 | $38K |
| A J LONGO & ASSOCIATES EIN 92-2970210 NONE | Insurance agents and brokers Service code 22 | 253 N LAKE AVE PASADENA, CA 91101 | $26K |
| BEHAR PUBLIC RELATIONS EIN 95-3892250 NONE | Other fees Service code 99 | 12048 SULPHUR MOUNTAIN ROAD OJAI, CA 93023 | $26K |
| DIRECT CONNECTION EIN 33-0659758 NONE | Other fees Service code 99 | 1968 YEAGER AVE LA VERNE, CA 917505832 | $16K |
| JOHN HARTMAN NONE | Consulting (general) Service code 16 | 5224 SUNRAY LANE LAS VEGAS, NV 89130 | $13K |
| MASTER PHARMACEUTICAL CONSULTANTS EIN 95-6057934 NONE | Consulting (general) Service code 16 | — | $10K |
| PODIATRY PLAN ORGANIZATION EIN 94-2684053 NONE | Other fees Service code 99 | — | $10K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other fees Service code 99 | — | $9K |
| DEMSEY, FILLIGER & ASSOCIATES, LLC EIN 14-1841288 NONE | Actuarial Service code 11 | — | $5K |
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 | 14,576 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,377 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 10 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 29,970 | $156.2M |
| Dental(2 contracts, 2 carriers) | LIBERTY DENTAL OF CALIFORNIA, INC | 3,983 | $1.5M |
| Life insurance(2 contracts, 2 carriers) | UNITED AMERICAN INSURANCE COMPANY | 10,108 | $1.2M |
| Prescription drug | UNITEDHEALTHCARE OF NEVADA | 10 | $21K |
| Other(2 contracts, 2 carriers) | HEALTH MANAGEMENT CONCEPTS, INC | 6,900 | $344K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,970 | — |
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.