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 5 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 1 broker row. $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 |
|---|---|---|---|
| OCEA EIN 33-0660405 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.4M |
| DELTA DENTAL EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $419K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $159K |
| DIMARTINO ASSOCIATES EIN 91-0378940 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $111K |
| AGILINE LLC NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 420 W BASELINE RD GLENDORA, CA 91740 | $97K |
| MAILING PROS, INC NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 5261 BUSINESS DR HUNTINGTON BEACH, CA 92649 | $70K |
| EIDE BAILLY, LLP EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $39K |
| HIGHLAND CAPITAL ADVISORS LLC EIN 20-4284376 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $15K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 11,503 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,609 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,112 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF CALIFORNIA | 4,722 | $1.9M |
| Life insurance | STANDARD INSURANCE COMPANY | 23,643 | $1.7M |
| Short-term disability | STANDARD INSURANCE COMPANY | 12,385 | $875K |
| Long-term disability | STANDARD INSURANCE COMPANY | 13,317 | $2.2M |
| Other | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | 14 | $3K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,643 | — |
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 broker changed. The plan may take a second-look pitch.
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.