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 6 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 |
|---|---|---|---|
| POLYCOMP ADMINISTRATIVE SERVICES EIN 95-2889854 THIRD PARTY ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 404 CAMINO DEL RIO SOUTH SUITE 608 SAN DIEGO, CA 92108 | $539K |
| WOLDS LAW GROUP EIN 80-0462356 TRUST ATTORNEY | Legal Service code 29 | 4747 EXECUTIVE DRIVE, STE 250 SAN DIEGO, CA 92121 | $158K |
| JHS CPAS, LLP EIN 81-0865829 TRUST ACCOUNTANTS | Accounting (including auditing) Service code 10 | 135 TOWN COUNTRY DRIVE DANVILLE, CA 94526 | $49K |
| ABC OF SOUTHERN CALIFORNIA, INC EIN 95-2893577 PLAN SPONSOR/ADMIN FEES | Plan Administrator Service code 14 | 1400 NORTH KELLOGG DRIVE, STE A ANAHEIM, CA 92807 | $31K |
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 | 2,076 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,076 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 1,690 | $17.9M |
| Dental(2 contracts, 2 carriers) | THE STANDARD - DENTAL | 970 | $617K |
| Vision | AETNA VISION | 1,114 | $96K |
| Life insurance | UNITED HEALTH CARE LIFE INSURANCE COMPANY | 1,286 | $33K |
| Other | BLUE SHIELD OF CALIFORNIA | 1,690 | $14.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,690 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.