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.
See commissions and fees for 2 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 |
|---|---|---|---|
| BENESYS, INC. NONE | Direct payment from the plan; Contract Administrator Service code 13 | 1050 LAKES DR #225 WEST COVINA, CA 91790 | $244K |
| BDO USA, LLP EIN 13-5381590 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $212K |
| KANE KESSLER, PC EIN 13-2672411 NONE | Legal; Direct payment from the plan Service code 29 | — | $175K |
| SUSAN KAISER EIN 31-6654730 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $129K |
| THE MILES ORGANIZATION NONE | Direct payment from the plan; Consulting (general) Service code 16 | 578 W WASHINGTON BLVD # 801 MARINA DEL REY, CA 90292 | $125K |
| THE SEGAL COMPANY NONE | Direct payment from the plan; Consulting (general) Service code 16 | 10880 WILSHIRE BOULEBARD, SUITE 850 LOS ANGELES, CA 90024 | $114K |
| MARYANN SANTAMARIA EIN 31-6654730 NONE | Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $40K |
| PITTA & GIBLIN LLP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 120 BROADWAY NEW YORK, NY 10271 | $36K |
| GALLAGHER FIDUCIARY ADVISORS, LLC. EIN 36-4291971 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $35K |
| MATTHEW MILLER EIN 31-6654730 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $29K |
| MD SASS INVESTORS SERVICES, INC. EIN 13-2703405 NONE | Direct payment from the plan; Investment management Service code 28 | — | $21K |
| SEAN COOLEY EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $19K |
| RICH CARTER EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $16K |
| ROBERT SACKS EIN 13-2672411 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| SALLY ANTONACCHIO EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $15K |
| KATHLEEN MACKAYE EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $13K |
| ISTROS MEDIA CORPORATION NONE | Consulting (general); Direct payment from the plan Service code 16 | 270 LAFAYETTE STREET, SUITE 710 NEW YORK, NY 10012 | $12K |
| KERSTIN EMHOFF EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $12K |
| ROBERT FERNANDEZ EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $12K |
| DAN ROSENTHAL EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $11K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $10K |
| MARK ANDROW EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $10K |
| CARL STURGES EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $9K |
| BARRY OSHAROW NONE | Direct payment from the plan; Contract Administrator Service code 13 | 1050 LAKES DR #225 WEST COVINA, CA 91790 | $9K |
| DIANA NAPPI EIN 31-6654730 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $8K |
| JEFF MILES NONE | Direct payment from the plan; Consulting (general) Service code 16 | 578 W WASHINGTON BLVD #801 MARINA DEL REY, CA 90292 | $8K |
| ROBERT FISHER EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $7K |
| GARY ROSE EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $6K |
| MARVIN DEVERS EIN 36-4291971 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $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 | 2,685 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,685 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 3,615 | $15.9M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,542 | $1.5M |
| Vision | VISION SERVICE PLAN | 2,495 | $204K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,615 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.