No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0680697 NONE | Contract Administrator; Accounting (including auditing) Service code 10 | 225 SOUTH LAKE AVENUE SUITE 1200 PASADENA, CA 91101 | $7.5M |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Contract Administrator Service code 12 | 3080 BRISTOL STREET STE 200 COSTA MESA, CA 92626 | $358K |
| LIBERTY DENTAL PLAN OF CALIFORNIA EIN 33-0979956 NONE | Contract Administrator Service code 13 | 340 COMMERCE STE 100 IRVINE, CA 92602 | $334K |
| SOUTHWEST MONEY MANAGEMENT, INC EIN 95-6055492 NONE | Investment advisory (plan) Service code 27 | 6978 EMERALD SPRINGS LANE LA VEGAS, NV 89113 | $210K |
| A.F. BUBENAS & COMPANY EIN 95-2368103 NONE | Consulting (general) Service code 16 | 20955 PATHFINDER ROAD SUITE 100 DIAMOND BAR, CA 91765 | $164K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $158K |
| WESTCOAST MAILERS EIN 41-2039938 NONE | Copying and duplicating Service code 36 | 5630 BORWICK AVE SOUTH GATE, CA 90280 | $95K |
| WOHLNER KAPLON CUTLER HALFORD EIN 83-2856417 NONE | Legal Service code 29 | 16501 VENTURA BLVD SUITE 304 ENCINO, CA 91436 | $94K |
| DAVID BRODY & CO. EIN 95-4778275 NONE | Accounting (including auditing); Other services Service code 10 | 17785 CENTER COURT DRIVE SUITE 680 CERRITOS, CA 90703 | $88K |
| UNION BANK EIN 94-0304228 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 445 SOUTH FIGUEROA STREET 2ND FL LOS ANGELES, CA 90071 | $83K |
| A J LONGO & ASSOCIATES EIN 35-2607925 NONE | Insurance agents and brokers Service code 22 | 253 N LAKE AVE PASADENA, CA 91101 | $53K |
| SEGAL EIN 94-1503999 NONE | Other services Service code 49 | 180 HOWARD STREET STE 1100 SAN FRANCISCO, CA 94105 | $44K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal Service code 29 | 17777 CENTER COURT DRIVE N STE 613 CERRITOS, CA 90703 | $26K |
| MILLIMAN, INC EIN 91-0675641 NONE | Actuarial Service code 11 | 2175 NORTH CALIFORNIA BLVD STE 810 WALNUT CREEK, CA 94596 | $25K |
| AMERICAN SPECIALTY HEALTH NETWORK EIN 33-0571188 NONE | Other fees; Claims processing Service code 12 | 10221 WATERIDGE CIRCLE SAN DIEGO, CA 92121 | $23K |
| DIRECT CONNECTION EIN 33-0659758 NONE | Copying and duplicating Service code 36 | 1968 YEAGER AVE LA VERNE, CA 917505832 | $21K |
| BEHAR PUBLIC RELATIONS EIN 95-3892250 NONE | Copying and duplicating Service code 36 | 12048 SULPHUR MOUNTAIN ROAD OJAI, CA 93023 | $19K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | 3550 WILSHIRE BLVD SUITE 2000 LOS ANGELES, CA 90010 | $13K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Claims processing Service code 12 | 7400 WEST CAMPUS ROAD NEW ALBANY, OH 43054 | $10K |
| BUSINESS & BANKING COURIERS EIN 95-4604774 NONE | Other services Service code 49 | 2254 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | $6K |
| PENSION BENEFIT INFORMATION, LLC EIN 82-4722389 NONE | Other services Service code 49 | 333 S 7TH STREET ST 2400 MINNEAPOLIS, MN 55402 | $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 | 13,979 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,770 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 15,749 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 9,157 | $194.3M |
| Dental | LIBERTY DENTAL OF CALIFORNIA, INC | 10,691 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | UNITED AMERICAN INSURANCE COMPANY | 9,336 | $1.8M |
| Other(2 contracts, 2 carriers) | HEALTH MANAGEMENT CONCEPTS, INC | 5,408 | $279K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,691 | — |
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.