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 3 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMIN. EIN 94-3089465 NONE | Claims processing; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $107K |
| ZIEGLER CAPITAL MANAGEMENT EIN 27-2347077 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $86K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $45K |
| AMERICAN CORE REALTY FUND, LLC EIN 95-4871432 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| NELSON L. ROBBINS NONE | Direct payment from the plan; Insurance services; Consulting (general) Service code 16 | 28608 VIA D AREZZO DRIVE BONITA SPRINGS, FL 34135 | $34K |
| NEW ENGLAND PENSION CONSULTANT EIN 26-1429809 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $30K |
| BEESON, TAYER & BODINE EIN 94-3126136 NONE | Legal; Direct payment from the plan Service code 29 | — | $21K |
| TRUCKER-HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| COMERICA BANK NONE | Participant communication; Custodial (other than securities); Custodial (securities); Participant loan processing; Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Investment management; Other investment fees and expenses; Sub-transfer agency fees; Other services Service code 18 | PO BOX 75000 DETROIT, MI 48275 | $11K |
| JERRY HAMMACK TRUSTEE | Direct payment from the plan; Named fiduciary; Trustee (individual) Service code 20 | 4160 DUBLIN BOULEVARD, SUITE 400 DUBLIN, CA 94588 | $7K |
| RICHARD MUTO TRUSTEE | Named fiduciary; Trustee (individual); Direct payment from the plan Service code 20 | 4160 DUBLIN BOULEVARD, SUITE 400 DUBLIN, CA 94588 | $7K |
| BARTEL & ASSOCIATES, LLC EIN 02-0701578 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $6K |
| DARREL PRATT TRUSTEE | Named fiduciary; Trustee (individual); Direct payment from the plan Service code 20 | 4160 DUBLIN BOULEVARD, SUITE 400 DUBLIN, CA 94588 | $6K |
| WHEELER SONOMA PRINTERS NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 836 SONOMA BLVD. VALLEJO, CA 94590 | $5K |
| FREMONT BANK EIN 94-1569025 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $5K |
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 | 7,274 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 17,890 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 25,164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 24,400 | $212K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 7,177 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,400 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.