No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| OPERATING ENGINEERS FUNDS INC EIN 95-2694167 PLAN ADMINISTRATION | Plan Administrator Service code 14 | 100 E. CORSON STREET PASADENA, CA 91103 | $547K |
| LAQUER,URBAN,CLIFFORD & HODGE LLP EIN 95-4047729 NONE | Legal Service code 29 | 225 SOUTH LAKE AVENUE SUITE 200 PASADENA, CA 91101 | $53K |
| LOGAN CIRCLE PARTNERS EIN 20-8262386 NONE | Investment management Service code 28 | 1717 ARCH STREET SUITE 1500 PHILADELPHIA, PA 19103 | $28K |
| BERNARD KOTKIN & COMPANY LLP EIN 95-2556670 NONE | Accounting (including auditing) Service code 10 | 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES, CA 90071 | $18K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | NW 7091 P.O.BOX 1450 MINNEAPOLIS, MN 55485 | $17K |
| BASYS EIN 52-1796473 NONE | Other services Service code 49 | 3700 KOPPERS STREET, STE 400 BALTIMORE, MD 21227 | $14K |
| ZONES INC. EIN 91-1431894 NONE | Other services Service code 49 | P.O. BOX 34740 SEATTLE, WA 98124 | $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 | 11,381 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 11,381 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
No prospect flags tripped on this filing.