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 9 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 13 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 |
|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. EIN 33-0330036 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other insurance fees and expenses; Participant communication; Claims processing; Contract Administrator Service code 12 | 1528 SOUTH EL CAMINO REAL SUITE 407 SAN MATEO, CA 94402 | $673K |
| FIDUCIARY PLAN MANAGEMENT SERVICES EIN 46-3922133 NONE | Trustee (directed); Accounting (including auditing) Service code 10 | 1 ALMADEN BOULEVARD SUITE 750 SAN JOSE, CA 95113 | $100K |
| FCE FINANCIAL SERVICES, INC. EIN 80-0636312 NONE | Participant communication; Claims processing Service code 12 | 1528 SOUTH EL CAMINO REAL SUITE 407 SAN MATEO, CA 94402 | $29K |
| INEICH & COMPANY, LLP EIN 56-2552172 NONE | Accounting (including auditing) Service code 10 | 950 TOWER LANE SUITE 780 FOSTER CITY, CA 94404 | $22K |
| UNITED WORKERS WELLNESS EIN 87-2575833 NONE | Other services Service code 49 | — | $12K |
| FIRST HEALTH EIN 20-1736437 NONE | Other services Service code 49 | 28588 NORTHWESTERN HWY SOUTHFIELD, MI 48034 | $8K |
| ALEGEUS TECHNOLOGIES, LLC EIN 90-0808825 NONE | Other services Service code 49 | 1601 TRAPELO RD WALTHAM, MA 02451 | $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 | 594 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 594 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 372 | $4.8M |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 393 | $2.1M |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 563 | $34K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 582 | $88K |
| Short-term disability | FIDELITY SECURITY LIFE INSURANCE COMPANY | 177 | $493K |
| Prescription drug | FIDELITY SECURITY LIFE INSURANCE COMPANY | 171 | $32K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 582 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 582 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.