No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Float revenue; Claims processing; Other services Service code 12 | — | $1.1M |
| SCHWARTZ, STEINSAPIR, DOHRMANN EIN 95-2077781 NONE | Legal; Direct payment from the plan Service code 29 | — | $392K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $254K |
| THE SEGAL GROUP INC. EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $167K |
| TRANSOMATIC CORPORATION EIN 54-2103755 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $161K |
| INNOVATIVE SOFTWARE SYSTEMS, INC. EIN 25-2182079 NONE | Other fees; Direct payment from the plan Service code 50 | — | $156K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $147K |
| JOHN YOUNG EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $110K |
| HEALTH MANAGEMENT EIN 75-3189468 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $79K |
| DAVID PIDLAOAN EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| ELIZABETH ELIOT EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| MARK MAY EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| FETAPAAKI MAKA EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| CYNTHIA FIELDS EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $62K |
| CAROL HOWARTH EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| AMERICAN DIRECT MAIL EIN 95-1582580 NONE | Direct payment from the plan; Other fees Service code 50 | — | $56K |
| JOIE GUNGAB EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| DESIREE ATACADOR EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| TPX COMMUNICATIONS EIN 95-4593876 NONE | Direct payment from the plan; Other services Service code 49 | — | $50K |
| JOAN SANDOVAL EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| MARIA D'ANGELO BOND EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| YESICA CORTES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| TERRY RYAN EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| JUAN SANCHEZ EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| DIANE DOTY EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| SERGIO HERNANDEZ EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| GLORIA HUIZAR EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| SABRINA SAENZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| CECILIA BUENO EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| TAMMIE FLORENCE EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| ADORACION SICAT EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| VINCENT LARA EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| CINDY RAINEY EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| ERIKA JONES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| ROSE SANDERS EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| DAWN VUONG EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| SAYFARTH SHAW LLP NONE | Legal; Direct payment from the plan Service code 29 | 2029 CENTURY PARK E STE 3500 LOS ANGELES, CA 90067 | $36K |
| ELIZABETH OROPEZA EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| STEVEN JONES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| JOHN VALDEZ EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| VIRGINIA REYES EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| ANTWAN COLEMAN EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| VICTOR BALANA EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| NELY PEREZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $27K |
| OPTUMRX EIN 33-0441200 NONE | Float revenue; Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $14K |
| THE NORTHERN TRUST CO. EIN 36-1561860 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $13K |
| BC LIFE & HEALTH EIN 95-4331852 NONE | Direct payment from the plan; Other fees Service code 50 | — | $8K |
| PITNEY BOWES EIN 06-0495050 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| PODIATRY PLAN ORG. OF CA, INC. EIN 82-2040110 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $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 | 6,955 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,819 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,774 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 7,940 | $59.1M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 12,379 | $5.3M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 2,784 | $485K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,379 | — |
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.