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 7 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 |
|---|---|---|---|
| CFAO EIN 94-1557079 SALARIED ADMINISTRATOR | Direct payment from the plan; Contract Administrator Service code 13 | — | $6.2M |
| BLUE CROSS OF CALIFORNIA EIN 95-3760980 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $2.9M |
| DELTA DENTAL EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.3M |
| MEDCO HEALTH SOLUTIONS EIN 22-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $537K |
| POST ADVISORY GROUP EIN 95-4818300 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $439K |
| SEGAL COMPANY EIN 94-1503999 NONE | Consulting (general); Insurance services; Insurance brokerage commissions and fees; Direct payment from the plan Service code 16 | — | $437K |
| FISHER INVESTMENTS EIN 20-2480800 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $364K |
| TC3 HEALTH SYSTEMS NONE | Direct payment from the plan; Claims processing Service code 12 | 19732 MACARTHUR BLVD., SUITE 100 IRVINE, CA 926122449 | $286K |
| ROTHSCHILD ASSET MANAGEMENT EIN 13-2544634 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $223K |
| MCMORGAN & CO EIN 52-2334338 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $189K |
| FOUNDRY PARTNERS LLC EIN 46-1184506 NONE | Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $131K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $111K |
| WEINBERG, ROGER AND ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $102K |
| KRAW LAW GROUP EIN 77-0171216 NONE | Legal; Direct payment from the plan Service code 29 | — | $80K |
| BANK OF NEW YORK MELLON EIN 95-3571558 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $61K |
| HEMMING MORSE EIN 30-0702322 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $50K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-1645862 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $39K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance services Service code 23 | — | $17K |
| RANDY JENCO TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 265 HEGENBERGE ROAD, SUITE 100 OAKLAND, CA 94621 | $7K |
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 | 21,648 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,414 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 27,062 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH NET | 466 | $2.3M |
| Vision | HEALTH NET | 466 | $2.3M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 50,058 | $678K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC | 8,006 | $4.5M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 50,058 | $678K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 50,058 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.