See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 8 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC EIN 82-1061233 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $1.1M |
| GRANT THORNTON EIN 36-6055558 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $125K |
| WILLIS TOWERS WATSON EIN 23-1159360 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $81K |
| NUVEEN ASSET MANAGEMENT EIN 27-4357327 NONE | Investment management; Direct payment from the plan Service code 28 | — | $53K |
| JPMORGAN CHASE EIN 13-4994650 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $50K |
| HEALTH ADVOCATE EIN 23-3080019 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $49K |
| BNY EIN 13-5160382 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $28K |
| ROSA BARONE NONE | Direct payment from the plan; Other services Service code 49 | 319 S. ANISE STREET ANAHEIM, CA 92808 | $21K |
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 | 125 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 19,837 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 19,962 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC | 4,211 | $30.4M |
| Dental | HIGHMARK INC. | 4 | $21K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 128,999 | $21.4M |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 36,576 | $29.9M |
| Prescription drug | HIGHMARK INC. | 4 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 128,999 | — |
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 plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.