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 11 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.
See commissions and fees for 2 broker rows. $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.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE EIN 35-0781558 PARTY-IN-INTEREST | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $27.2M |
| AETNA EIN 06-6033492 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Contract Administrator Service code 12 | — | $9.2M |
| UNITED HEALTHCARE EIN 36-2739571 PARTY-IN-INTEREST | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | — | $6.9M |
| FIDELITY EIN 04-2647786 PARTY-IN-INTEREST | Other services Service code 49 | — | $5.8M |
| WELLTOK EIN 26-4622137 PARTY-IN-INTEREST | Other services Service code 49 | — | $3.8M |
| OPTUM HEALTH (UBH) EIN 41-1591944 PARTY-IN-INTEREST | Other services Service code 49 | — | $3.5M |
| CVS CAREMARK EIN 20-8404182 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $1.9M |
| WILLIS TOWERS WATSON EIN 53-0181291 PARTY-IN INTEREST | Participant communication Service code 38 | — | $682K |
| THE VITALITY GROUP EIN 45-0644624 PARTY-IN-INTEREST | Other services Service code 49 | — | $579K |
| MAXIM HEALTHCARE SYSTEMS EIN 52-1968516 PARTY-IN INTEREST | Other services Service code 49 | — | $391K |
| CORE SOLUTIONS (MEDIFIT) EIN 22-3339492 PARTY-IN-INTEREST | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $366K |
| TRUVEN EIN 06-1467923 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $333K |
| ERNST & YOUNG EIN 34-6565596 PARTY-IN INTEREST | Consulting (general) Service code 16 | — | $327K |
| MVP SELECT CARE EIN 14-1704347 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Contract Administrator Service code 12 | — | $286K |
| INFOTECH PARTY-IN INTEREST | Other services Service code 49 | — | $149K |
| HMO CONSULTING EIN 02-0677999 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $76K |
| BI WORLDWIDE EIN 41-0688799 PARTY-IN-INTEREST | Other services Service code 49 | — | $55K |
| HPAI EIN 41-1693838 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $51K |
| ISLAND PEER REVIEW ORGANIZATION INC EIN 11-2662689 PARTY-IN-INTEREST | Other services Service code 49 | — | $49K |
| BUDCO EIN 38-1622051 PARTY-IN INTEREST | Other services Service code 49 | — | $41K |
| HEALTH STRATEGIES EIN 36-4826184 PARTY-IN-INTEREST | Consulting (general) Service code 16 | — | $36K |
| IBM WATSON HEALTH EIN 13-0871985 PLAN SPONSOR | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $31K |
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 | 71,154 | 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) | 71,154 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(9 contracts, 9 carriers) | KAISER PERMANENTE - NO. CA | 2,559 | $38.6M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 134,303 | $65.9M |
| Vision | ANTHEM INSURANCE COMPANIES | 91,507 | $7.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 134,303 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.