Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again on the next cycle.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HMO | HMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 13,541 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,940 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 19,481 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. The only headcount is the Form 5500 number above.
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0680697 NONE | Contract Administrator; Other services; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 13 | — | $3.4M |
| PREMERA BLUE CROSS EIN 91-0499247 NONE | Claims processing; Other services; Contract Administrator; Participant communication; Direct payment from the plan Service code 12 | — | $545K |
| DIMARTINO ASSOCIATES EIN 91-0378940 NONE | Consulting (general); Insurance brokerage commissions and fees Service code 16 | — | $50K |
| PROPEL INSURANCE EIN 91-0830024 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $50K |
| MEDIMPACT HEALTHCARE SYSTEMS, INC. EIN 33-0567651 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $43K |
| ALAN BILLER AND ASSOCIATES INC. NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan) Service code 27 | 535 MIDDLEFIELD RD 230 MENLO PARK, CA 94025 | $40K |
| WELLS FARGO EIN 94-1347393 NONE | Trustee (bank, trust company, or similar financial institution); Other services; Direct payment from the plan Service code 21 | — | $40K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $23K |
| WILMINGTON TRUST COMPANY EIN 51-0055023 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $20K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $20K |
| ZURICH AMERICAN INSURANCE COMPANY EIN 36-4233459 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $19K |
| MEDICAL REVIEW INSTITUTE OF AMER NONE | Direct payment from the plan Service code 50 | 2875 SOUTH DECKER LAKE DR SUITE 300 SALT LAKE CITY, UT 84119 | $12K |
| REID, MCCARTHY, BALLEW & LEAHY, LLP EIN 91-0749971 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
11 filings · 2015 to 2025