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 9 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 | — | $655K |
| TOWERS WATSON EIN 23-1159360 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $160K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $132K |
| RAYTHEON TECHNOLOGIES CORPORATION EIN 06-0570975 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $106K |
| NUVEEN ASSET MANAGEMENT EIN 27-4357327 NONE | Direct payment from the plan; Investment management Service code 28 | — | $44K |
| BNY MELLON EIN 13-5160382 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $30K |
| IBM CORPORATION EIN 13-0871985 NONE | Direct payment from the plan; Other services Service code 49 | — | $26K |
| AON CONSULTING, INC. EIN 36-2235791 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $16K |
| ROSA BARONE NONE | Direct payment from the plan; Consulting (general) Service code 16 | 319 S. ANISE STREET ANAHEIM, CA 92808 | $12K |
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 | 66 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20,876 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,942 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 1,752 | $11.0M |
| Dental(2 contracts, 2 carriers) | HEALTH NET | 47 | $363K |
| Vision(3 contracts, 3 carriers) | HEALTH NET | 47 | $365K |
| Life insurance(4 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 8,789 | $12.0M |
| Prescription drug | HIGHMARK INC. | 13 | $48K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,789 | — |
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.