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 44 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 |
|---|---|---|---|
| BRIDGEWATER ASSOCIATES, LP NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | ONE GLENDINNING PLACE WESTPORT, CT 06880 | $3.9M |
| INVESCO EIN 98-0557567 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $1.7M |
| AETOS ALTERNATIVES MANAGEMENT, LLC EIN 13-4048966 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $740K |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| MORRIS DAVIS CHAN AND TAN LLP EIN 94-2214860 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $28K |
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 | 17,465 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4,492 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 21,957 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(42 contracts, 12 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 14,665 | $190.4M |
| Dental | DELTA DENTAL OF CALIFORNIA | 4,120 | $1.7M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 11,415 | $3.5M |
| Prescription drug | MEDICAL MUTUAL | 111 | $536K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,665 | — |
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.