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 3 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 |
|---|---|---|---|
| MYERS-STEVENS & TOOHEY & CO., INC. EIN 95-2637676 CONTRACTOR | Contract Administrator Service code 13 | 26101 MARGUERITE PKWY MISSON VIEJO, CA 92692 | $107K |
| AMERITRADE EIN 47-0533629 CONTRACTOR | Investment advisory (plan) Service code 27 | P.O. BOX 2577 OMAHA, NE 981032577 | $62K |
| ROBERT HAMILTON EIN 14-0362210 PLAN MANAGER | Plan Administrator Service code 14 | 1640 LAKEHILLS DRIVE EL DORADO HILLS, CA 95762 | $48K |
| ADAPT MANAGEMENT EIN 55-4510876 CONTRACTOR | Other services Service code 49 | P.O. BOX 549 BOISE, ID 83701 | $27K |
| ACCOUNTING & CONSULTING SERVICES EIN 71-1040441 CONTRACTOR | Accounting (including auditing) Service code 10 | 4377 MYRTLE AVE SACRAMENTO, CA 95841 | $26K |
| GILBERT ASSOCIATES, INC. EIN 68-0037990 CONTRACTOR | Accounting (including auditing) Service code 10 | 2880 GATEWAY OAKS DR SACRAMENTO, CA 95833 | $26K |
| ANDERSON-SHEA INSURANCE EIN 61-1471467 INSURANCE PROVIDER | Insurance agents and brokers Service code 22 | 910 W. MAIN ST., 352 BOISE, ID 83702 | $17K |
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 | 13,679 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,682 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,855 | $470K |
| Long-term disability | STANDARD INSURANCE COMPANY | 1,406 | $550K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 11,995 | $15K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,995 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.