| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE DEXHEIMER COMPANY3 | 350 S FIGUEROA ST STE 950 LOS ANGELES, CA 90071 | AMERITAS LIFE INSURANCE CORP | $19K | — | $19K | 0.50% |
| MEI INSURANCE SERVICES INC3 Filed as: MEI INSURANCE SERVICES,INC | 350 S FIGUEROA ST STE 950 LOS ANGELES, CA 90071 | AMERITAS LIFE INSURANCE CORP | $19K | — | $19K | 0.50% |
| US NATIONAL BENEFIT PARTNERS WEST3 Filed as: US NATIONAL BENEFIT PARTNERS WEST I | 99 WOOD AVE S STE 501 ISELIN, NJ 088302715 | AMERITAS LIFE INSURANCE CORP | $19K | — | $19K | 0.50% |
| CHIMENTI & ASSOCIATES3 | 3130 W MAIN ST 106 VISALIA, CA 93291 | AMERITAS LIFE INSURANCE CORP | $19K | — | $19K | 0.50% |
| MEI INSURANCE SERVICES INC3 Filed as: MEI INSURANCE SERVICES, IUNC | 350 S FIGUEROA ST 950 LOS ANGELES, CA 900711307 | VISION SERVICE PLAN | $41K | — | $41K | 3.23% |
| THE DEXHEIMER COMPANY3 Filed as: DEXHEIMER-ERICKSON CORPORATION | 350 S FIGUEROA ST 950 LOS ANGELES, CA 900711307 | VISION SERVICE PLAN | $41K | — | $41K | 3.23% |
| MEI INSURANCE SERVICES INC3 Filed as: MEI INSURANCE SERVICES | 350 S FIGUEROA ST 950 LOS ANGELES, CA 90071 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | — | $19K | 4.00% |
| THE DEXHEIMER COMPANY3 | 350 S FIGUEROA ST 950 LOS ANGELES, CA 90071 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19K | — | $19K | 4.00% |
| MEI INSURANCE SERVICES INC3 Filed as: MEI INSURANCE SEREVICES, INC | 350 S FIGUEROSA ST STE 950 LOS ANGELES, CA 90071 | SYMETRA LIFE INSURANCE COMPANY | $24K | $4K | $28K | 9.67% |
| THE DEXHEIMER COMPANY3 Filed as: DEXHEIMER COMPANY | 350 S FIGUEROSA ST STE 950 LOS ANGELES, CA 90071 | SYMETRA LIFE INSURANCE COMPANY | $17K | $1K | $18K | 6.26% |
| THE DEXHEIMER COMPANY3 Filed as: DEXHEIMER COMPANY | 350 S FIGUEROSA ST STE 950 LOS ANGELES, CA 90071 | SYMETRA LIFE INSURANCE COMPANY | $17K | $1K | $18K | 6.26% |
| MEI INSURANCE SERVICES INC Filed as: MEI INSURANCE SERVICES, INC | 350 S FIGEROA ST STE 950 LOS ANGELES, CA 90071 | CALIFORNIA PHYSICIAN'S SERVICE | $416 | — | $416 | — |
| MEI INSURANCE SERVICES INC3 | 350 S FIGUEROA ST 950 LOS ANGELES, CA 90071 | CALIFORNIA PHYSICIANS SERVICE | — | $292K | $292K | — |
| THE DEXHEIMER COMPANY Filed as: DEXHEIMER COMPANY | 350 S FIGUEROA ST 950 LOS ANGELES, CA 90071 | CALIFORNIA PHYSICIANS SERVICE | — | $292K | $292K | — |
| MEI INSURANCE SERVICES INC3 | 350 S FIGUEROA ST 950 LOS ANGELES, CA 90071 | CALIFORNIA PHYSICIANS SERVICE | — | — | $0 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DEXHEIMER ERICKSON CORP EIN 95-2753908 NONE | Consulting (general) Service code 16 | 350 S FIGUERO ST STE 950 LOS ANGELES, CA 900711307 | $702K |
| MEI INURANCE SERVICE INC EIN 74-3043806 NONE | Consulting (general) Service code 16 | 350 S FIGUERO ST STE 950 LOS ANGELES, CA 90071 | $702K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Custodial (securities); Investment advisory (plan); Investment management fees paid directly by plan Service code 19 | 1285 AVENUE OF THE AMERIC NEW YORK, NY 10019 | $201K |
| CAPE EIN 95-2115101 AFFILIATED UNION | Other fees Service code 99 | 3018 E COLORADO BLVD 200 PASADENA, CA 91107 | $110K |
| HAYNIE & COMPANY EIN 33-0541034 NONE | Accounting (including auditing) Service code 10 | 4910 CAMPUS DRIVE NEWPORT BEACH, CA 926602119 | $24K |
| INTEGRATED LABOR SOLUTIONS NONE | Consulting (general) Service code 16 | PO BOX 34547 619-535-6913 SAN DIEGO, CA 92163 | $12K |
| MICHAEL POSNER EIN 54-8521478 NONE | Legal Service code 29 | 2150 PICKWICK DRIVE 2923 CAMARILLO, CA 93011 | $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 | 17,406 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,406 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CALIFORNIA PHYSICIANS SERVICE | 17,406 | $0 |
| Dental(2 contracts, 2 carriers) | AMERITAS LIFE INSURANCE CORP | 15,600 | $3.8M |
| Vision | VISION SERVICE PLAN | 7,007 | $1.3M |
| Short-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 266 | $476K |
| Prescription drug | CALIFORNIA PHYSICIANS SERVICE | 17,406 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,406 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.