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 10 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 |
|---|---|---|---|
| LAW FIRM OF JAMES P. BAKER EIN 87-3996649 NONE | Legal; Direct payment from the plan Service code 29 | — | $225K |
| BEAT IT! PROGRAM, INC. EIN 77-0111619 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $148K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan; Plan Administrator Service code 12 | — | $120K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $105K |
| MARIA RIVERA EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $87K |
| CLAREMONT BEHAVIORAL SERVICES, INC. EIN 94-3129474 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $85K |
| JILLIAN BAIRES EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $63K |
| WELLDYNERX, LLC EIN 84-1515837 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $60K |
| NICOLE ESCOBAR EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $60K |
| JENNIFER CAMPUZANO EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $55K |
| GARRETT FROSS EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $54K |
| STEPHANIE GUERRA EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $52K |
| TINA FAN EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $50K |
| SOLXSYS ADMINISTRATIVE SOLUTIONS EIN 83-2454243 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $49K |
| CHIARA FRANCO EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $43K |
| WILLIAM OLINGER EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 1621 MARKET STREET, SUITE 400 SAN FRANCISCO, CA 94103 | $31K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $23K |
| MORGAN STANLEY EIN 11-3658445 NONE | Other services; Securities brokerage commissions and fees; Other commissions; Direct payment from the plan; Securities brokerage; Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $23K |
| PRO PRINT EIN 94-3260648 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $22K |
| RL MILSNER EIN 94-2494656 NONE | Insurance brokerage commissions and fees Service code 53 | — | $18K |
| BANK OF AMERICA EIN 94-1687665 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $16K |
| PITNEY BOWES INC. EIN 06-0495050 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $13K |
| SEGAL BRYANT & HAMILL EIN 35-2679129 NONE | Investment management; Direct payment from the plan Service code 28 | — | $12K |
| PART D ADVISORS EIN 85-3689655 NONE | Other commissions; Consulting (general) Service code 16 | — | $9K |
| ADP NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 600 CALIFORNIA STREET SAN FRANCISCO, CA 94108 | $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 | 1,141 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 218 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,359 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 1,840 | $36.1M |
| Dental | DELTA DENTAL OF CALIFORNIA | 3,198 | $17K |
| Vision | VISION SERVICE PLAN | 1,259 | $418K |
| Life insurance(2 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE CO. | 1,207 | $233K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 1,840 | $22.1M |
| Other(2 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE CO. | 1,207 | $233K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,198 | — |
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."
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.