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 4 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 1 broker row. $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 |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA EIN 95-4331852 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $529K |
| HS&BA EIN 94-3089465 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $527K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $390K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $171K |
| DELTA DENTAL EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $157K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $97K |
| TRUCKER HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $85K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $74K |
| MORGAN STANLEY EIN 36-3145972 NONE | Other investment fees and expenses; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $62K |
| QUEST DIAGNOSTICS EIN 38-2084239 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $57K |
| MCMORGAN & COMPANY LLC EIN 52-2334338 NONE | Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $55K |
| AABCO PRINTING EIN 86-1541857 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $52K |
| PACIFIC HEALTH ALLIANCE EIN 94-3010573 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $41K |
| BULLIVANT HOUSER BAILEY PC EIN 93-1129534 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| THE LONDON COMPANY EIN 90-0824693 NONE | Soft dollars commissions; Investment management; Direct payment from the plan Service code 28 | — | $24K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | — | $13K |
| GARCIA HAMILTON & ASSOCIATES EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| OPTUM RX INC. EIN 33-0441200 NONE | Direct payment from the plan; Other fees; Claims processing; Float revenue Service code 12 | — | $9K |
| SEGALL BRYANT & HAMILL, LLC EIN 35-2679129 NONE | Direct payment from the plan; Investment management 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 | 2,656 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 434 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,090 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 279 | $118K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,949 | $353K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,137 | — |
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.