See 29 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 9 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STANDISH MELLON ASSET EIN 25-1890416 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $326K |
| MELLON CAPITAL MANAGEMENT EIN 25-1442864 NONE | Soft dollars commissions; Securities brokerage; Investment management; Other services; Investment management fees paid directly by plan; Securities brokerage commissions and fees; Direct payment from the plan Service code 28 | — | $209K |
| GRANTHAM,MAYO,VAN OTTERLOO&CO (GMO) EIN 04-2691242 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $162K |
| THE BANK OF NY MELLON EIN 13-5160382 TRUSTEE | Investment management fees paid directly by plan; Custodial (securities); Custodial (other than securities); Other services; Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 18 | — | $98K |
| COMPSYCH EIN 35-3739783 NONE | Contract Administrator; Other insurance fees and expenses Service code 13 | — | $96K |
| AON HEWITT INVESTMENT EIN 36-3109431 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $42K |
| KPMG LLP EIN 13-5565207 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| COVINGTON & BURLING LLP EIN 53-0188411 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| THOMPSON HINE LLP EIN 34-0575300 NONE | Legal; Direct payment from the plan Service code 29 | — | $9K |
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 | 81,417 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,949 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 88,366 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(15 contracts, 15 carriers) | KAISER FOUNDATION HEALTH PLAN INC, SOUTHERN CA | 3,072 | $44.9M |
| Dental | AETNA INC. | 17,667 | $3.2M |
| Vision(2 contracts, 2 carriers) | EYEMED VISION CARE | 1,152 | $62K |
| Life insurance(8 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 44,299 | $49.6M |
| Other(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 102,828 | $6.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 102,828 | — |
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.