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 19 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 |
|---|---|---|---|
| KEY BENEFIT ADMINISTRATORS EIN 35-1450364 THIRD PARTY ADMIN | Contract Administrator Service code 13 | 8330 ALLISON POINTE TRAIL INDIANAPOLIS, IN 46250 | $76K |
| PEATE INSURANCE BROKER EIN 26-4127469 BROKER | Insurance agents and brokers Service code 22 | 27489 AGOURA ROAD SUITE 100 AGOURA HILLS, CA 91301 | $22K |
| PLANNED ADMINISTRATORS, INC EIN 57-0718839 THIRD PARTY ADMIN | Plan Administrator Service code 14 | — | $18K |
| DSM FINANCIAL EIN 27-1411214 THIRD PARTY ADMIN | Contract Administrator Service code 13 | 950 PENINSULA CORP CIRCLE SUITE 1005 BOCA RATON, FL 33487 | $13K |
| AMERICAN HEALTH DATA INSTITUTE EIN 35-2048379 THIRD PARTY ADMIN | Contract Administrator Service code 13 | 8330 ALLISON POINTE TRAIL INDIANAPOLIS, IN 46250 | $12K |
| MULTIPLAN EIN 35-2048379 PROVIDER | Other fees Service code 99 | 115 5TH AVENUE 7TH FLOOR NEW YORK, NY 10003 | $11K |
| RGI, LLC EIN 32-0176370 THIRD PARTY ADMIN | Contract Administrator Service code 13 | 8330 ALLISON POINTE TRAIL INDIANAPOLIS, IN 46250 | $9K |
| HIXME INSURANCE SOLUTIONS, INC EIN 47-3663370 BROKER | Insurance agents and brokers Service code 22 | 27489 AGOURA ROAD AGOURA HILLS, CA 91301 | $5K |
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 | 61 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 63 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 217 | $694K |
| Dental(3 contracts, 3 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 217 | $527K |
| Vision(3 contracts, 3 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 217 | $474K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 116 | $16K |
| Short-term disability | 4 EVER LIFE INSURANCE COMPANY | 116 | $6K |
| Prescription drug | CALIFORNIA PHYSICIANS' SERVICE | 77 | $345K |
| Other | TRANSAMERICA LIFE INSURANCE COMPANY | 13 | $63K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 217 | — |
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.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.