Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 20 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12,116 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 12,116 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(18 contracts, 18 carriers) | KAISER FOUNDATION HEALTH PLAN INC, SO. CA | 9,441 | $9.1M |
| Vision(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY (DAVIS VISION) | 2,875 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,441 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GRANTHAM,MAYO,VAN OTTERLOO&CO (GMO) EIN 04-2691242 NONE | Investment management fees paid directly by plan; Shareholder servicing fees; Redemption fees; Investment management; Other commissions; Investment management fees paid indirectly by plan; Securities brokerage commissions and fees Service code 28 | — | $939K |
| ALLIANCE BERNSTEIN LP. EIN 13-4064930 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $526K |
| AON HEWITT INVESTMENT EIN 36-3109431 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $275K |
| THE BANK OF NY MELLON EIN 13-5160382 TRUSTEE | Other services; Investment management; Trustee (bank, trust company, or similar financial institution); Custodial (securities); Custodial (other than securities); Investment management fees paid directly by plan; Direct payment from the plan Service code 18 | — | $232K |
| VERIZON COMMUNICATIONS INC. EIN 23-2259884 EMPLOYER | Direct payment from the plan; Plan Administrator Service code 14 | — | $127K |
| THOMPSON HINE LLP EIN 34-0575300 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| STANDISH MELLON ASSET EIN 25-1890416 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| BLOOMBERG L.P. EIN 13-3417984 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
6 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025