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 BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $6.0M |
| HEALTHPLAN SERVICES, INC. EIN 59-1407300 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.8M |
| LIFEWORKS (US) LTD. EIN 52-1883918 NONE | Direct payment from the plan; Participant communication; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $2.4M |
| BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE/ CUSTODIAN | Other investment fees and expenses; Float revenue; Direct payment from the plan; Shareholder servicing fees; Custodial (securities); Trustee (directed); Other fees Service code 19 | — | $506K |
| EXPRESS SCRIPTS, INC EIN 43-1420563 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $407K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Consulting fees; Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $379K |
| NISA INVESTMENT ADVISORS, LLC EIN 48-1140940 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $365K |
| MADISON STREET PRESS EIN 94-2977418 NONE | Direct payment from the plan; Other services Service code 49 | — | $351K |
| WELLINGTON MANAGEMENT EIN 30-0835489 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $295K |
| BLACKROCK INSTITUTIONAL TRUST EIN 94-3112180 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Trustee (discretionary) Service code 21 | — | $278K |
| LEGAL & GENERAL INVESTMENT MGMT EIN 20-8058531 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $205K |
| VALUEOPTIONS, INC EIN 54-1414194 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $200K |
| DODGE & COX EIN 94-1441976 NONE | Investment management fees paid indirectly by plan; Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $176K |
| RUSSELL INVESTMENTS IMPLEMENTATION EIN 91-0604934 NONE | Investment management; Securities brokerage commissions and fees; Direct payment from the plan Service code 28 | — | $148K |
| INVESCO ADVISERS, INC EIN 58-1707262 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $144K |
| PIMCO LLC EIN 33-0629048 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $139K |
| NUMERIC INVESTORS LLC EIN 04-3068821 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $117K |
| MERCER INVESTMENT CONSULTING EIN 61-0736136 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $85K |
| MOSS ADAMS LLP EIN 91-0189318 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $64K |
| SOVOS COMPLIANCE, LLC EIN 46-1379693 NONE | Direct payment from the plan; Other services Service code 49 | — | $62K |
| TIMESQUARE CAPITAL MGMT EIN 20-1665304 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment management fees paid indirectly by plan; Soft dollars commissions Service code 28 | — | $51K |
| FIRST SENTIER INVESTORS IM LTD EIN 94-0742640 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $50K |
| BREGE COMMUNICATIONS INC EIN 47-3081862 NONE | Consulting fees; Direct payment from the plan; Participant communication; Consulting (general) Service code 16 | — | $49K |
| ADELANTE CAPITAL MGMT LLC EIN 94-0742640 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $47K |
| MERCER HEALTH & BENEFITS LLC EIN 34-2015463 NONE | Consulting fees; Direct payment from the plan; Consulting (general); Actuarial; Insurance agents and brokers Service code 11 | — | $43K |
| RUSSELL INVESTMENT CAPITAL, LLC EIN 91-1659779 NONE | Consulting (pension); Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 17 | — | $38K |
| PACIFIC GAS & ELECTRIC EIN 94-0742640 PLAN SPONSOR | Account maintenance fees; Plan Administrator; Direct payment from the plan Service code 14 | — | $29K |
| DEPRINCE, RACE & ZOLLO, INC. EIN 59-3299598 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $26K |
| RREEF AMERICA L.L.C. EIN 58-2364506 NONE | Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $24K |
| STUDIO 19.US, INCORPORATED EIN 87-0700041 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $23K |
| WAGEWORKS INC EIN 94-3351864 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $18K |
| LEGATO CAPITAL MGMT LLC EIN 65-1217949 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $16K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 94-3148512 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,703 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,703 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 5,506 | $22.4M |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 5,506 | $22.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,506 | — |
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.