No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other services; Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.0M |
| SCHWARTZ, STEINSAPIR, DOHRMANN EIN 95-2077781 NONE | Legal; Direct payment from the plan Service code 29 | — | $374K |
| THE SEGAL GROUP INC. EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $264K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $242K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan; Consulting (general) Service code 10 | — | $230K |
| INNOVATIVE SOFTWARE SYSTEMS, INC. EIN 25-2182079 NONE | Other fees; Direct payment from the plan Service code 50 | — | $196K |
| TRANSOMATIC CORPORATION EIN 54-2103755 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $180K |
| JOHN YOUNG EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| DAVID PIDLAOAN EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| SAYFARTH SHAW LLP EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $70K |
| ELIZABETH ELIOT EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| MARK MAY EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| FETAPAAKI MAKA EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| CYNTHIA FIELDS EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| DESIREE ATACADOR EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| TPX COMMUNICATIONS EIN 95-4593876 NONE | Other services; Direct payment from the plan Service code 49 | — | $61K |
| CAROL HOWARTH EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $58K |
| JOIE GUNGAB EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Other fees Service code 99 | — | $54K |
| AMERICAN DIRECT MAIL EIN 95-1582580 NONE | Direct payment from the plan; Other fees Service code 50 | — | $51K |
| VIRGINIA REYES EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| MARIA D'ANGELO BOND EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $49K |
| JUAN SANCHEZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| SERGIO HERNANDEZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| TERRY RYAN EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| GLORIA HUIZAR EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| CECILIA BUENO EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| ROSE SANDERS EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $47K |
| DIANE DOTY EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| ADORACION SICAT EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| DAWN VUONG EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| ERIKA JONES EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| ESTELITA PERALTA EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| VINCENT LARA EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| OPTUMRX EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Other fees Service code 12 | — | $44K |
| YESICA CORTES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| STEVEN JONES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| ELIZABETH OROPEZA EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| TAMMIE FLORENCE EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| JOHN VALDEZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| SAUNDRA RICH EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $27K |
| THE NORTHERN TRUST CO. EIN 36-1561860 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $17K |
| HEALTH MANAGEMENT EIN 75-3189468 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $16K |
| BC LIFE & HEALTH EIN 95-4331852 NONE | Other fees; Direct payment from the plan Service code 50 | — | $7K |
| A&A MAILING & FULFILLMENT NONE | Participant communication Service code 38 | 2468 E 26TH ST LOS ANGELES, CA 90058 | $7K |
| PRIMARY BANK EIN 13-4994650 NONE | Other services Service code 49 | — | $6K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $6K |
| DR ALAN WEISS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 5122 GAVIOTA AVE ENCINO, CA 91436 | $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 | 6,476 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,795 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,271 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 7,841 | $58.6M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 11,597 | $5.2M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 2,462 | $480K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,597 | — |
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.