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Form 5500 · Employee benefit plan · PLEASANT HILL, CA

BOARD OF TRUSTEES OF EAST BAY DRAYAGE DRIVERS SECURITY FUND

The filing calls this plan EAST BAY DRAYAGE DRIVERS SECURITY FUND.

BOARD OF TRUSTEES OF EAST BAY DRAYAGE DRIVERS SECURITY FUND of PLEASANT HILL, CA is a 3,567-participant transportation and logistics employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is LABOR BENEFITS LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Policy year ends
Octoberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-6073020 · plan 501 · plan year 2025, filed Aug 13, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

198 other employer plans in California have policy years ending in October. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Fully insured as reported

The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
3,567
Active at start of year
2,668
Active at end of year
2,719
Disclosed commissions
$111,968
Typical renewal
November 1

Benefits declared on this filing

Healthinsured — KAISER FOUNDATION HEALTH PLAN, INC.4,849 of 3,567 participants on the largest contract
Dentalinsured — DELTA DENTAL OF CALIFORNIA559 of 3,567 participants (16%)
Visiondeclared, not on Schedule A
Lifeinsured — THE UNION LABOR LIFE INSURANCE COMPANY2,342 of 3,567 participants (66%)
Disabilitydeclared, not on Schedule A

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 8 insured contracts covering health, dental, life and stop-loss; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 4,849 people.

The filing declares health, dental, life, vision and disability. Vision and disability appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The filing lists a stop-loss contract. On its own that does not settle whether the plan pays its own claims.

Reported premium across the insured contracts is $60,000,852, with $111,968 in disclosed broker commissions — about 0.2% of premium.

The health contract's policy period ended in October, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED AMERICAN INSURANCE COMPANYHealth576Nov 1, 2025$1,717,938$60,128
EXPRESS SCRIPTS, INC.Health537Nov 1, 2025$1,432,396$51,840
KAISER FOUNDATION HEALTH PLAN, INC.Health4,849Jan 1, 2025$41,647,284$0
BLUE CROSS OF CALIFORNIAHealth654Nov 1, 2025$8,586,623$0
KAISER FOUNDATION HEALTH PLAN, INC.Health739Jan 1, 2025$3,602,794$0
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss592Jan 1, 2025$2,778,104$0
THE UNION LABOR LIFE INSURANCE COMPANYLife2,342Jan 1, 2025$210,733$0
DELTA DENTAL OF CALIFORNIADental559Jan 1, 2025$24,980$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BOARD OF TRUSTEES OF EAST BAY DRAYAGE DRIVERS SECURITY FUND
EIN 94-6073020
CORCORAN ADMINISTRATORS, INC.
Claims processing · Contract administrator · Recordkeeping and information management · EIN 27-5364514
$1,610,241
paid directly by the plan
MCMORGAN & CO.
Named on Schedule C · EIN 52-2334338
$281,848
paid directly by the plan
ANTHEM BLUE CROSS LIFE & HEALTH INS
Claims processing · Recordkeeping and information management · EIN 95-4331852
$192,932
paid directly by the plan
VISION SERVICE PLAN
Claims processing · EIN 94-1632821
$93,494
paid directly by the plan
FUSION HEALTH SOLUTIONS LLC
Named on Schedule C · EIN 36-4797693
$92,721
paid directly by the plan
SSDC SERVICE CORP
Named on Schedule C · EIN 38-3357459
$82,500
paid directly by the plan
PATRIOT GROWTH INSURANCE SERVICES
Named on Schedule C · EIN 87-2917800
$74,880
paid directly by the plan
HEALTHLINX LLC
Named on Schedule C · EIN 87-0660214
$56,750
paid directly by the plan
WITHUMSMITH+BROWN, PC
Accounting and audit · EIN 22-2027092
$47,197
paid directly by the plan
ELIXIR SOLUTIONS, LLC
Claims processing · EIN 90-1011712
$21,473
paid directly by the plan
ARRIN CONSULTING
Claims processing · EIN 68-0023291
$18,000
paid directly by the plan
ACCRETIVE GLOBAL INSURANCE SERVICES
Named on Schedule C · EIN 85-3689655
$15,718
paid directly by the plan
MEDEXPERT INTERNATIONAL INC
Contract administrator · EIN 94-3360248
$12,063
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$68,743,218
Paid out in benefits
$92,935,186
Paid to insurance carriersSchedule H, line 2e(2)
$62,934,200
Independent accountantEIN 22-2027092
WITHUMSMITH+BROWN, PC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$47,197

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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Renewal calendar

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