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 33 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 15 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 |
|---|---|---|---|
| THE BANK OF NY MELLON EIN 13-5160382 NONE | Custodial (securities); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Custodial (other than securities); Trustee (bank, trust company, or similar financial institution); Other services; Float revenue Service code 18 | — | $344K |
| MELLON CAPITAL MANAGEMENT EIN 25-1442864 NONE | Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Other services; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $247K |
| COMPSYCH EIN 35-3739783 NONE | Other insurance fees and expenses; Contract Administrator Service code 13 | — | $196K |
| BLACKROCK INSTITUTIONAL TRUST EIN 94-3112180 NONE | Trustee (bank, trust company, or similar financial institution); Investment management; Direct payment from the plan; Trustee (discretionary); Investment management fees paid directly by plan Service code 21 | — | $90K |
| GRANTHAM, MAYO, VAN OTTERLOO & CO EIN 04-2691242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $81K |
| GOLDMAN SACHS ASSET MANAGEMENT EIN 13-3575636 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $69K |
| ROBECO INVESTMENT MANAGEMENT EIN 98-0202744 NONE | Investment management fees paid directly by plan; Investment management; Other investment fees and expenses; Securities brokerage commissions and fees; Investment management fees paid indirectly by plan Service code 28 | — | $67K |
| JACOBS LEVY EQUITY MANAGEMENT EIN 22-2774695 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $51K |
| WESTERN ASSET MANAGEMENT CO (WAMCO) EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $24K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $24K |
| COVINGTON & BURLING LLP EIN 53-0188411 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| MONDRIAN INVESTMENT GROUP EIN 56-2475915 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Soft dollars commissions Service code 28 | — | $20K |
| BRANDES INVESTMENT PARTNERS EIN 33-0704072 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $19K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| JPM INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 27 | — | $17K |
| THOMPSON HINE LLP EIN 34-0575300 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| PACIFIC INVESTMENT MANAGEMENT CO. EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| MITCHELL & TITUS, LLP EIN 13-2781641 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $8K |
| PARAMETRIC PORTFOLIO ASSOCIATE EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $8K |
| ALLIANCE BERNSTEIN LP EIN 13-4064930 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $6K |
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 | 127,600 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15,612 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 143,212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(13 contracts, 13 carriers) | KAISER FOUNDATION HEALTH PLAN INC,SOUTHERN CA | 7,016 | $98.8M |
| Dental | AETNA INC. | 37,784 | $9.0M |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE | 289,517 | $8.7M |
| Life insurance(10 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 81,839 | $74.0M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 4,052 | $985K |
| Long-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 76,834 | $34.5M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 137,685 | $6.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 289,517 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.