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 8 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 |
|---|---|---|---|
| NONSTOP ADMINISTRATION AND INSURANC CLAIMS PROCESSING | Claims processing Service code 12 | 1800 SUTTER STREET, SUITE 730 CONCORD, CA 94520 | $1.4M |
| CENTER FOR NONPROFIT ADVANCEMENT EIN 52-1139669 ADMINISTRATOR | Plan Administrator Service code 14 | — | $198K |
| CALIBRE CPA GROUP EIN 47-0900880 ACCOUNTING SERVICES | Accounting (including auditing) Service code 10 | — | $99K |
| JBG SMITH EIN 52-6097909 RENT | Other services Service code 49 | — | $45K |
| CLIFTONLARSONALLEN EIN 41-0746749 AUDIT AND ACCOUNTING | Accounting (including auditing) Service code 10 | — | $33K |
| COOLEY AND DARLING EIN 56-2672096 INSURANCE SERVICES | Insurance services Service code 23 | — | $30K |
| M & T BANK EIN 16-0538020 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $21K |
| SIMPLE IT CARE EIN 71-0981985 IT SERVICES | Other services Service code 49 | — | $15K |
| GIVHERO EIN 82-1862520 INSURANCE | Insurance services Service code 23 | — | $13K |
| KILPATRICK, TOWNSEND AND STOCKTON EIN 58-0511774 LEGAL | Legal Service code 29 | — | $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 | 2,863 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 55 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,918 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 2,036 | $9.0M |
| Dental | AETNA LIFE INSURANCE CO. | 2,036 | $4.5M |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPAMY | 1,306 | $100K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,766 | $356K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,766 | $356K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 1,766 | $356K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,766 | $356K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,036 | — |
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 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.