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 15 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 18 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 |
|---|---|---|---|
| HELIX ELECTRIC INC. EIN 33-0124909 EMPLOYER/PLAN ADMIN | Plan Administrator Service code 14 | PO BOX 85298 SAN DIEGO, CA 92186 | $18K |
| MOSS ADAMS EIN 91-0189318 AUDITORS | Accounting (including auditing) Service code 10 | 4747 EXECUTIVE DRIVE, STE 1300 SAN DIEGO, CA 92121 | $12K |
| LEVITZACKS EIN 95-3159181 TAX RETURN PREP | Accounting (including auditing) Service code 10 | 450 B STREET, SUITE 500 SAN DIEGO, CA 92101 | $7K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,197 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,197 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,451 | $12.9M |
| Dental(2 contracts, 2 carriers) | HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | 545 | $1.8M |
| Vision(2 contracts) | EYEMED VISION CARE (FIDELITY) | 1,432 | $111K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 2,398 | $340K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 616 | $267K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 356 | $201K |
| Prescription drug | HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | 450 | $1.7M |
| Other(2 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE CO | 251 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,398 | — |
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.