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 6 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 4 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 |
|---|---|---|---|
| MVI ADMINISTRATORS, INC. EIN 33-0393692 ADMINISTRATOR | Plan Administrator Service code 14 | 1011 CAMINO DEL RIO SOUTH STE 300 SAN DIEGO, CA 92108 | $234K |
| LEAVITT INS SERVICES OF S CA, INC EIN 11-3714867 BROKER | Insurance agents and brokers Service code 22 | 1820 E FIRST ST STE 500 SANTA ANA, CA 92705 | $183K |
| MELISSA W. COOK & ASSOCIATES EIN 95-3245809 ATTORNEY | Legal Service code 29 | 3444 CAMINO DEL RIO SOUTH SUITE 106 SAN DIEGO, CA 92108 | $42K |
| LEAF & COLE, LLP EIN 95-2076568 AUDITOR | Accounting (including auditing) Service code 10 | 2810 CAMINO DEL RIO SOUTH SUITE 200 SAN DIEGO, CA 92108 | $12K |
| KEVIN GARRETT EIN 54-5238690 BROKER | Consulting (general) Service code 16 | 3965 OLD WAVERLY CIRCLE CORONA, CA 92883 | $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 | 1,322 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 567 | $6.4M |
| Dental(2 contracts, 2 carriers) | GUARDIAN | 766 | $372K |
| Vision | VISION SERVICE PLAN | 542 | $63K |
| Life insurance(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 371 | $139K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 766 | — |
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."
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.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.