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 30 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 |
|---|---|---|---|
| MELLON CAPITAL MANAGEMENT EIN 25-1442864 NONE | Other services; Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Soft dollars commissions; Direct payment from the plan Service code 28 | — | $302K |
| GRANTHAM,MAYO,VAN OTTERLOO&CO (GMO) EIN 04-2691242 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $152K |
| COMPSYCH EIN 35-3739783 NONE | Other insurance fees and expenses; Contract Administrator Service code 13 | — | $115K |
| THE BANK OF NY MELLON EIN 13-5160382 TRUSTEE | Custodial (other than securities); Other services; Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 18 | — | $103K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| THOMPSON HINE LLP EIN 34-0575300 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| MITCHELL & TITUS LLP EIN 13-2781641 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $16K |
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 | 89,925 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,131 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 98,056 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 14 carriers) | KAISER FOUNDATION HEALTH PLAN INC, SOUTHERN CA | 3,255 | $51.5M |
| Dental | AETNA INC. | 23,584 | $4.8M |
| Vision(3 contracts, 3 carriers) | EYEMED VISION CARE | 3,760 | $1.2M |
| Life insurance(8 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 59,739 | $57.6M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 115,364 | $6.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 115,364 | — |
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.
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.