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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $63K |
| KENNEDY LAW FIRM NONE | Legal; Direct payment from the plan Service code 29 | 3444 CAMINO DEL RIO N STE 106 SAN DIEGO, CA 92108 | $41K |
| ALSWEET ASSOCIATES EIN 95-2766134 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| OXFORD RISK MANAGEMENT EIN 95-1997338 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $18K |
| MILLER KAPLAN ARASE LLP EIN 95-2036225 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| MELISSA COOK & ASSOCIATES EIN 95-3245809 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| MUIG - UNION BANK EIN 94-0304228 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $14K |
| MILLIMAN, INC EIN 91-0675641 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $12K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $8K |
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 | 341 | 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) | 341 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER PERMANENTE | 690 | $5.0M |
| Dental | DELTA DENTAL OF CALIFORNIA | 106 | $30K |
| Life insurance | UNION LABOR LIFE INSURANCE COMPANY | 273 | $31K |
| Other(2 contracts, 2 carriers) | UNION LABOR LIFE INSURANCE COMPANY | 273 | $36K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 690 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.