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 | 225 SOUTH LAKE AVENUE SUITE 1200 PASADENA, CA 91101 | $6.4M |
| LIBERTY DENTAL OF CALIFORNIA EIN 33-0979956 NONE | Contract Administrator Service code 13 | 3400 COMMERCE SUITE 100 IRVINE, CA 92602 | $327K |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Contract Administrator Service code 12 | PO BOX 629 WOODLAND HILLS, CA 91365 | $308K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | 3550 WILSHIRE BLVD SUITE 2000 LOS ANGELES, CA 90010 | $205K |
| SOUTHWEST MONEY MANAGEMENT, INC EIN 95-6055492 NONE | Investment advisory (plan) Service code 27 | PO BOX 753 BLUE JAY, CA 92317 | $184K |
| ANTHONY BUBENAS EIN 95-2368103 NONE | Consulting (general) Service code 16 | 20955 PATHFINDER ROAD SUITE 100 DIAMOND BAR, CA 91765 | $172K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | PO BOX 45210 SAN FRANCISCO, CA 94145 | $150K |
| WESTCOAST MAILERS EIN 41-2039938 NONE | Other fees Service code 99 | 5630 BORWICK AVE SOUTH GATE, CA 90280 | $76K |
| DAVID BRODY EIN 95-4778275 NONE | Accounting (including auditing) Service code 10 | 17785 CENTER COURT DRIVE SUITE 680 CERRITOS, CA 90703 | $68K |
| UNION BANK EIN 94-0304228 NONE | Other fees Service code 99 | 350 CALIFORNIA STREET H-1040 SAN FRANCISCO, CA 94104 | $47K |
| A J LONGO & ASSOCIATES EIN 92-2970210 NONE | Insurance agents and brokers Service code 22 | 253 N LAKE AVE PASADENA, CA 91101 | $43K |
| WOHLNER, KAPLON, PHILLIPS, YOUNG & EIN 95-4177931 NONE | Legal Service code 29 | 16501 VENTURA BLVD SUITE 304 ENCINO, CA 91436 | $41K |
| DEMLER, ARMSTRONG & ROWLAND, LLP EIN 33-0046564 NONE | Legal Service code 29 | 4500 E PACIFIC COAST HWY STE 400 LONG BEACH, CA 90804 | $34K |
| BEHAR PUBLIC RELATIONS EIN 95-3892250 NONE | Other fees Service code 99 | 12048 SULPHUR MOUNTAIN ROAD OJAI, CA 93023 | $28K |
| AMERICAN SPECIALTY NETWORK EIN 33-0571188 NONE | Other fees Service code 99 | 10221 WATERIDGE CIRCLE SAN DIEGO, CA 92121 | $20K |
| DIRECT CONNECTION EIN 33-0659758 NONE | Other fees Service code 99 | 1968 YEAGER AVE LA VERNE, CA 917505832 | $16K |
| MILLIMAN, INC EIN 91-0675641 NONE | Actuarial Service code 11 | 1455 SW BROADWAY PORTLAND, OR 97201 | $12K |
| CLARK HILL PLC EIN 38-0425840 NONE | Legal Service code 29 | 130 E RANDOLPH STREET STE 3900 CHICAGO, IL 60601 | $7K |
| PENSION BENEFIT INFORMATION, LLC EIN 82-2042737 NONE | Consulting (pension) Service code 17 | 333 S 7TH STREET ST 2400 MINNEAPOLIS, MN 55402 | $7K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other fees Service code 99 | 7400 WEST CAMPUS ROAD NEW ALBANY, OH 43054 | $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 | 12,724 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,929 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 14,653 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 8,273 | $170.7M |
| Dental | LIBERTY DENTAL OF CALIFORNIA, INC | 10,427 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | UNITED AMERICAN INSURANCE COMPANY | 8,959 | $1.6M |
| Other(2 contracts, 2 carriers) | HEALTH MANAGEMENT CONCEPTS, INC | 5,591 | $275K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,427 | — |
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.