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 32 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 12 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 |
|---|---|---|---|
| MELLON CAPITAL MANAGEMENT EIN 25-1442864 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Other services; Investment management; Soft dollars commissions Service code 28 | — | $350K |
| COMPSYCH | Contract Administrator; Other insurance fees and expenses Service code 13 | — | $187K |
| THE BANK OF NY MELLON EIN 13-5160382 NONE | Custodial (other than securities); Investment management fees paid indirectly by plan; Direct payment from the plan; Custodial (securities); Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Other services; Float revenue; Investment management Service code 18 | — | $175K |
| GRANTHAM,MAYO,VAN OTTERLOO&CO (GMO) EIN 04-2691242 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $127K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $56K |
| BLACKROCK INSTITUTIONAL TRUST EIN 94-3112180 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment management; Trustee (discretionary) Service code 21 | — | $45K |
| GOLDMAN SACHS ASSET MANAGEMENT EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $43K |
| ROBECO INVESTMENT MANAGEMENT EIN 98-0202744 NONE | Securities brokerage commissions and fees; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Other investment fees and expenses; Investment management Service code 28 | — | $41K |
| JACOBS LEVY EQUITY MANAGEMENT EIN 22-2774695 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $29K |
| THOMPSON HINE LLP EIN 34-0575300 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| WESTERN ASSET MANAGEMENT CO (WAMCO) EIN 95-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $11K |
| MITCHELL & TITUS EIN 13-2781641 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| JPM INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment advisory (plan); Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 27 | — | $8K |
| PARAMETRIC PORTFOLIO ASSOCIATE EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan 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 | 107,805 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,770 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 116,575 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 12 carriers) | KAISER FOUNDATION HEALTH PLAN INC,SOUTHERN CA | 3,446 | $71.6M |
| Dental | AETNA INC. | 30,580 | $7.8M |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE | 246,351 | $7.6M |
| Life insurance(10 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 73,455 | $72.6M |
| Short-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 3,404 | $908K |
| Long-term disability(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 69,710 | $32.0M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 128,197 | $6.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 246,351 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
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.