See 7 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 2 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS ADMINISTRATORS, INC. EIN 38-2383171 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.1M |
| DELTA DENTAL EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $442K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $127K |
| SMARTSOURCE, LLC EIN 54-2104343 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $88K |
| LEONARD CARDER LLP EIN 94-2819269 NONE | Legal; Direct payment from the plan Service code 29 | — | $86K |
| ASCENDENT HEALTHCARE EIN 26-3768186 NONE | Direct payment from the plan; Other services; Consulting (general) Service code 16 | — | $73K |
| SCHOLARMATCH NONE | Other services; Direct payment from the plan Service code 49 | 849 VALENCIA ST SAN FRANCISCO, CA 94110 | $67K |
| NORTHWEST ADMINISTRATORS INC. EIN 91-0680697 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $61K |
| PAUL GEHRMAN NONE | Direct payment from the plan; Other services Service code 49 | 430 ELM AVE LARKSPUR, CA 94939 | $46K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $37K |
| IRON MOUNTAIN EIN 23-2588479 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $34K |
| SELF HELP FOR THE ELDERLY EIN 94-1750717 NONE | Direct payment from the plan; Other services Service code 49 | — | $32K |
| UNITE HERE LOCAL 2 PLAN SPONSOR | Direct payment from the plan; Other services Service code 49 | 209 GOLDEN GATE AVE SAN FRANCISCO, CA 94102 | $28K |
| PAULETTE MCMILLIAN EIN 80-0669079 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| VANGUARD EIN 23-1945930 NONE | Direct payment from the plan; Investment management Service code 28 | — | $25K |
| TECH HOSPITALITY, INC. NONE | Direct payment from the plan; Consulting (general) Service code 16 | 870 MARKET ST STE 1056 SAN FRANCISCO, CA 94102 | $25K |
| ULLICO EIN 13-1423090 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $17K |
| COMPLIANCE AUDIT SERVICES, INC. EIN 94-3134229 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $16K |
| INCOME RESEARCH MANAGEMENT EIN 04-2955404 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| DIRECT MARKETING SOLUTIONS, INC. EIN 94-3070546 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| NEPC, LLC EIN 26-1429809 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $8K |
| MARSH MCLENNAN AGENCY LLC EIN 36-1436000 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $0 |
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 | 6,475 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,662 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,137 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | BLUE SHIELD OF CALIFORNIA | 3,348 | $40.3M |
| Dental | UNION LABOR LIFE INSURANCE COMPANY | 0 | $0 |
| Vision(2 contracts, 2 carriers) | HEALTH NET | 5,940 | $2.8M |
| Prescription drug(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 3,348 | $37.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,371 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary broker changed. The plan may take a second-look pitch.
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.