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 3 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 7 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 |
|---|---|---|---|
| SCHWARTZ, STEINSAPIR, DOHRMAN & SOM EIN 95-2077781 NONE | Copying and duplicating; Legal Service code 29 | — | $107K |
| DELTA FUND ADMINISTRATORS | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | PO BOX 2300 STOCKTON, CA 95201 | $52K |
| SELLWOOD CONSULTING, LLC NONE | Investment advisory (plan); Direct payment from the plan; Consulting (general) Service code 16 | 6650 SW REDWOOD LANE, SUITE 370 PORTLAND, OR 97224 | $30K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $25K |
| USI INSURANCE SERVICES LLC NONE | Insurance services Service code 23 | PO BOX 62683 VIRGINIA BEACH, VA 23466 | $19K |
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Contract Administrator; Claims processing Service code 12 | 4399 SANTA ANITA AVE., SUITE 200 EL MONTE, CA 91731 | $15K |
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 | 17,938 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 17,938 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | 24,629 | $4.7M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 12,205 | $570K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 5,330 | $417K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,629 | — |
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.