No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator; Claims processing Service code 12 | — | $647K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $273K |
| SCHWARTZ, STEINSAPIR, DOHRMANN EIN 95-2077781 NONE | Legal; Direct payment from the plan Service code 29 | — | $258K |
| THE SEGAL GROUP INC. EIN 94-1503999 NONE | Consulting fees; Actuarial; Direct payment from the plan Service code 11 | — | $215K |
| OPTUMRX EIN 33-0441200 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $179K |
| TRANSOMATIC CORPORATION EIN 54-2103755 NONE | Direct payment from the plan; Other fees Service code 50 | — | $169K |
| INNOVATIVE SOFTWARE SYSTEMS, INC. EIN 25-2182079 NONE | Other fees; Direct payment from the plan Service code 50 | — | $138K |
| HEALTH MANAGEMENT EIN 75-3189468 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $127K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $102K |
| AMERICAN DIRECT MAIL EIN 95-1582580 NONE | Direct payment from the plan; Other fees Service code 50 | — | $19K |
| THE NORTHERN TRUST CO. EIN 36-1561860 NONE | Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Custodial (securities) Service code 19 | — | $15K |
| PODIATRY PLAN ORG. OF CA, INC. EIN 94-2864053 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $14K |
| BC LIFE & HEALTH EIN 95-4331852 NONE | Other fees; Direct payment from the plan Service code 50 | — | $7K |
| PITNEY BOWES NONE | Direct payment from the plan; Other services Service code 49 | 801 S GRAND AVE LOS ANGELES, CA 90017 | $7K |
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 | 7,611 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,051 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,662 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 8,626 | $58.9M |
| Dental | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | 692 | $127K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 3,101 | $433K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,626 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.