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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BXBS EIN 95-4331852 NONE | Claims processing; Direct payment from the plan; Other services; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4.1M |
| MERCER HEALTH & BENEFITS ADMIN LLC EIN 13-2834414 NONE | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $2.1M |
| KAISER PERMANENTE INSURANCE COMPANY EIN 94-3203402 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $776K |
| BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE/ CUSTODIAN | Other investment fees and expenses; Trustee (directed); Other fees; Shareholder servicing fees; Float revenue; Direct payment from the plan Service code 25 | — | $557K |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 NONE | Actuarial; Consulting (general); Direct payment from the plan; Consulting fees Service code 11 | — | $315K |
| MEDCO EXPRESS SCRIPTS EIN 95-3204551 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $265K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 NONE | Investment management fees paid indirectly by plan; Trustee (discretionary); Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $242K |
| OAKTREE CAPITAL MGMT LP EIN 26-0189082 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $227K |
| MADISON STREET PRESS EIN 94-2977418 NONE | Direct payment from the plan; Other services Service code 49 | — | $180K |
| RUSSELL INVEST IMPLEMENTATION SVCS EIN 91-0604934 NONE | Investment management fees paid indirectly by plan; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management Service code 28 | — | $180K |
| BEACON HEALTH OPTIONS EIN 54-1414194 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $175K |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $168K |
| ANALYTIC INVESTORS, LLC EIN 95-2665790 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $104K |
| DODGE & COX EIN 94-1441976 NONE | Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $98K |
| MERCER HEALTH & BENEFITS LLC EIN 34-2015463 NONE | Insurance agents and brokers; Consulting fees; Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $97K |
| LEGATO CAPITAL MGMT LLC EIN 65-1217949 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $82K |
| ADELANTE CAPITAL MGMT LLC EIN 94-3219135 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $78K |
| COLONIAL FIRST STATE GLOBAL ASSET M NONE | Soft dollars commissions; Securities brokerage; Securities brokerage commissions and fees; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $64K |
| RUSSELL INVESTMENT CAPITAL, LLC EIN 91-1659779 NONE | Consulting (pension); Direct payment from the plan Service code 17 | — | $51K |
| MOSS ADAMS LLP EIN 91-0189318 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $45K |
| MOUNT LUCAS MGMT LP EIN 27-3992694 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $42K |
| TIMESSQUARE CAPITAL MGMT EIN 20-1665304 NONE | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $39K |
| LEGAL & GENERAL INVESTMENT EIN 20-8058531 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $38K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| WELLINGTON MANAGEMENT EIN 30-0835489 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $35K |
| DEPRINCE, RACE & ZOLLO, INC. EIN 59-3299598 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $35K |
| ALLSUP, INC. EIN 37-1170934 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $35K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $32K |
| BREGE COMMUNICATIONS EIN 65-1170481 NONE | Participant communication; Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $29K |
| PACIFIC GAS & ELECTRIC COMPANY EIN 94-0742640 PLAN SPONSOR | Direct payment from the plan; Account maintenance fees; Plan Administrator Service code 14 | — | $26K |
| COLUMBUS CIRCLE EIN 06-1404803 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $8K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,866 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,866 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 5,327 | $32.0M |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLANS INC. | 5,327 | $32.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,327 | — |
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.
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.