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 29 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 |
|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE EIN 94-0360524 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 50 BEALE ST SAN FRANCISCO, CA 94105 | $322K |
| ASSOCIATED AGENCIES, INC. BROKER | Other commissions; Insurance agents and brokers Service code 22 | 1701 E GOLF ROAD, SUITE 3-700 ROLLING MEADOWS, IL 60008 | $39K |
| JOSEPH K HALEY BROKER | Insurance agents and brokers; Other commissions Service code 22 | 101 N. WACKER DRIVE CHICAGO, IL 60606 | $26K |
| NAVITUS EIN 04-3608530 PHARMACY ADMIN SVCS | Claims processing Service code 12 | 361 INTEGRITY DRIVE MADISON, WI 53717 | $512 |
| CVS EIN 05-0340626 PHARMACY ADMIN SVCS | Claims processing Service code 12 | 9501 E SHEA BLVD SCOTTDALE, AZ 85260 | $183 |
| AMAZON EIN 46-1938720 PHARMACY ADMIN SVCS | Claims processing Service code 12 | 250 COMMERCIAL STREET SUITE 2012 MANCHESTER, NH 03101 | $150 |
| ACCENT INSURANCE RECOVERY SOLUTIONS EIN 20-1802547 RECOVERY SVC PROVIDER | Claims processing Service code 12 | 11808 MIRACLE HILLS DRIVE OMAHA, NE 68154 | $99 |
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 | 569 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 572 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 461 | $531K |
| Vision | VISION SERVICE PLAN | 415 | $61K |
| Life insurance(3 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 569 | $232K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 22 | $9K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 105 | $59K |
| Stop-loss / reinsurancereinsurance | BLUE SHIELD OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANY | 921 | $1.2M |
| Other(4 contracts) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 152 | $68K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 921 | — |
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 broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.