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 4 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 7 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 |
|---|---|---|---|
| AMERITRADE EIN 47-0533629 CONTRACTOR | Investment advisory (plan) Service code 27 | P.O. BOX 2577 OMAHA, NE 981032577 | $58K |
| ROBERT HAMILTON EIN 14-0362210 PLAN MANAGER | Plan Administrator Service code 14 | 1640 LAKEHILLS DRIVE EL DORADO HILLS, CA 95762 | $52K |
| GILBERT ASSOCIATES, INC. EIN 68-0037990 CONTRACTOR | Accounting (including auditing) Service code 10 | 2880 GATEWAY OAKS DR SACRAMENTO, CA 95833 | $31K |
| MYERS-STEVENS & TOOHEY & CO., INC. EIN 95-2637676 CONTRACTOR | Contract Administrator Service code 13 | 26101 MARGUERITE PKWY MISSON VIEJO, CA 92692 | $26K |
| ACCOUNTING & CONSULTING SERVICES EIN 71-1040441 CONTRACTOR | Accounting (including auditing) Service code 10 | 4377 MYRTLE AVE SACRAMENTO, CA 95841 | $25K |
| ADAPT MANAGEMENT EIN 55-4510876 CONTRACTOR | Other services Service code 49 | P.O. BOX 549 BOISE, ID 83701 | $18K |
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 | 13,495 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 48 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 15 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 13,558 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,924 | $433K |
| Long-term disability | STANDARD INSURANCE COMPANY | 2,558 | $606K |
| Other(2 contracts) | RELIASTAR LIFE INSURANCE COMPANY | 11,758 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,758 | — |
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.