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 4 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 3 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 | $279K |
| BDO USA, LLP EIN 13-5381590 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $220K |
| SEAN COOLEY EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $171K |
| KANE KESSLER, PC EIN 13-2672411 NONE | Legal; Direct payment from the plan Service code 29 | — | $126K |
| SUSAN KAISER EIN 31-6654730 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| THE SEGAL COMPANY NONE | Direct payment from the plan; Consulting (general) Service code 16 | 10880 WILSHIRE BOULEBARD, SUITE 850 LOS ANGELES, CA 90024 | $65K |
| ROBERT SACKS EIN 13-2672411 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| MATTHEW MILLER EIN 31-6654730 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $17K |
| CATHY SHANNON EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $12K |
| NORMAN REISS EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $12K |
| GARY ROSE EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $11K |
| ROBERT FISHER EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $10K |
| RICHARD CARTER EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $10K |
| ROBERT FERNANDEZ EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $9K |
| ALAN SOFGE NONE | Actuarial; Direct payment from the plan Service code 11 | 10880 WILSHIRE BOULEBARD, SUITE 85 LOS ANGELES, CA 90024 | $8K |
| BARRY OSHAROW NONE | Contract Administrator; Direct payment from the plan Service code 13 | 1050 LAKES DRIVE SUITE 225 WEST COVINA, CA 91790 | $8K |
| BOB HAMILTON EIN 13-5381590 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $8K |
| DAN ROSENTHAL EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $8K |
| JEFF MILES NONE | Direct payment from the plan; Consulting (general) Service code 16 | 578 W WASHINGTON MARINA DEL RAY, CA 90292 | $8K |
| SALLY ANTONACCHIO EIN 31-6654730 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $8K |
| ALANNA DILLION NONE | Actuarial; Direct payment from the plan Service code 11 | 10880 WILSHIRE BOULEBARD SUITE 850 LOS ANGELES, CA 92004 | $7K |
| DAVE BERNSTEIN 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 | — | $6K |
| KERSTIN EMHOFF EIN 31-6654730 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $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 | 2,580 | 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) | 2,580 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS OF CALIFORNIA | 3,730 | $23.4M |
| Dental | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,585 | $1.6M |
| Vision | VISION SERVICE PLAN | 2,520 | $221K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,488 | $428K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,488 | $428K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,730 | — |
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.
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.