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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Direct payment from the plan; Contract Administrator; Copying and duplicating; Claims processing Service code 12 | — | $8.1M |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Other services Service code 12 | — | $4.8M |
| CLTFSC, LLC EIN 95-4773932 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $1.6M |
| OPTUMRX EIN 33-0441200 NONE | Other fees; Claims processing Service code 12 | — | $353K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $194K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal; Direct payment from the plan Service code 29 | — | $177K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $125K |
| SHOGREN SERVICES, LLC EIN 33-0471526 NONE | Direct payment from the plan; Other services Service code 49 | — | $111K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $109K |
| ALAN Z. WEISS NONE | Consulting (general); Direct payment from the plan Service code 16 | 5122 GAVIOTA AVE ENCINO, CA 91436 | $79K |
| COX, CASTLE & NICHOLSON EIN 95-2547124 NONE | Legal; Direct payment from the plan Service code 29 | — | $66K |
| ASSURED PARTNERS OF CALIFORNIA EIN 35-2607925 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $62K |
| EPIC HEARING HEALTHCARE EIN 95-4660712 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $61K |
| LEONARD J. SILBERMAN NONE | Direct payment from the plan; Other services Service code 49 | 150 N FELDNER RD ORANGE, CA 92868 | $57K |
| HOWARD GOODMAN EIN 46-0951351 NONE | Other services; Direct payment from the plan Service code 49 | — | $41K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $37K |
| NEPC, LLC EIN 26-1429809 NONE | Investment management; Direct payment from the plan Service code 28 | — | $35K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $21K |
| THE LAW OFFICE OF KENNETH KINGDON NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 6039 SAN PEDRO, CA 90734 | $10K |
| UNION ADR, LLC EIN 46-4606999 NONE | Other services Service code 49 | — | $6K |
| PACIFICA ARBITRATION EIN 84-2476640 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
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 | 27,764 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,002 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 28,766 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 24,463 | $139.8M |
| Dental(2 contracts, 2 carriers) | SIMNSA | 7,160 | $3.6M |
| Vision | KAISER FOUNDATION HEALTH PLAN INC | 24,463 | $137.5M |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 25,392 | $591K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN INC | 24,463 | $137.5M |
| Other | ULLICO | 25,392 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,392 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.