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 |
|---|---|---|---|
| CLTFSC, INC. EIN 95-4773932 ADMINISTRATIVE COMPANY | Other fees; Direct payment from the plan Service code 50 | — | $1.3M |
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Contract Administrator; Direct payment from the plan; Copying and duplicating Service code 13 | — | $479K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $35K |
| COX, CASTLE & NICHOLSON, LLP EIN 95-2547124 NONE | Legal; Direct payment from the plan Service code 29 | — | $28K |
| UNION BANK EIN 94-0304228 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $18K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $8K |
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 | 18,014 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 18,014 | 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.