Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
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. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 23,680 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 166 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 23,846 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 23,846 | $4.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,846 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KAISER PERMANENTE N/A | Contract Administrator; Other services; Claims processing; Direct payment from the plan Service code 12 | 10121 SE SUNNYSIDE ROAD, STE 125 CLACKAMAS, OR 97015 | $11.0M |
| BLUE SHIELD OF CA N/A | Claims processing; Direct payment from the plan; Other services; Contract Administrator Service code 12 | 2 EMBARCADERO CENTER, STE 1310 SAN FRANCISCO, CA 94111 | $7.6M |
| HM LIFE N/A | Contract Administrator; Direct payment from the plan Service code 13 | 10777 NORTHWEST FREEWAY HOUSTON, TX 77092 | $4.7M |
| BAS, INC. EIN 23-2635985 N/A | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $2.7M |
| GALLAGHER BENEFIT SERVICES EIN 36-4291971 N/A | Insurance services; Direct payment from the plan; Consulting (pension); Plan Administrator Service code 14 | — | $2.3M |
| CONCIERGE NURSE NAVIGATOR EIN 85-1793018 N/A | Direct payment from the plan; Other services Service code 49 | — | $1.0M |
| DELTA DENTAL N/A | Contract Administrator; Other services; Claims processing; Direct payment from the plan Service code 12 | 1333 BROADWAY, STE 800 OAKLAND, CA 94612 | $1.0M |
| ARMANINO LLP EIN 94-6214841 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $491K |
| LEWIS & ELLIS, INC. EIN 75-1281520 N/A | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $474K |
| HINSHAW & CULBERTSON, LLP EIN 36-2128133 N/A | Legal; Direct payment from the plan Service code 29 | — | $346K |
| ZABIT MEDIA, INC. EIN 81-0926272 N/A | Other services; Direct payment from the plan Service code 49 | — | $342K |
| ONE MEDICAL-PEAKMED COLORADO, LLC EIN 81-3891357 N/A | Direct payment from the plan; Other services Service code 49 | — | $281K |
| ARTHUR J GALLAGHER & CO. EIN 36-4291971 N/A | Insurance services; Direct payment from the plan Service code 23 | — | $201K |
| WADE AUBRY, MD N/A | Direct payment from the plan; Consulting (general) Service code 16 | 535 REMILLARD DRIVE HILLSBOROUGH, CA 94010 | $187K |
| VISION SERVICE PLAN N/A | Contract Administrator; Direct payment from the plan; Claims processing; Other services Service code 12 | 100 PRINGLE AVE, STE 650 WALNUT CREEK, CA 94596 | $165K |
| QUEST DIAGNOSTICS EIN 38-2084239 N/A | Direct payment from the plan; Contract Administrator Service code 13 | — | $142K |
| BEACON POINTE ADVISORS EIN 68-0488677 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $88K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $87K |
| DAYFORCE US, INC. EIN 59-3228107 N/A | Other services; Direct payment from the plan Service code 49 | — | $81K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 N/A | Direct payment from the plan; Consulting (general) Service code 16 | — | $57K |
| US BANK EIN 31-0841368 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $40K |
| SEGALL BRYANT & HAMILL, LLC EIN 41-1788385 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $37K |
| STERLING CAPITAL EIN 42-1658828 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $26K |
| INSTITUTIONAL SHAREHOLDER SVS, INC EIN 06-1541449 N/A | Direct payment from the plan; Other services Service code 49 | — | $25K |
| BROWN ADVISORY N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 901 SOUTH BOND STREET, SUITE 400 BALTIMORE, MD 21231 | $21K |
| BANK OF AMERICA N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 100 NORTH TRYON STREET CHARLOTTE, NC 28255 | $21K |
| SURFSIDE COMPUTING LLC EIN 47-5574061 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $18K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $17K |
| BAKER TILLY US, LLP EIN 30-1413443 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| CHAMPLAIN INVESTMENTS EIN 20-1367417 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| THE PRINTING BUSINESS, INC. EIN 94-1627326 N/A | Other services; Direct payment from the plan Service code 49 | — | $10K |
| HEALTH EQUITY N/A | Other services; Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | 15 W. SCENIC POINT DRIVE DRAPER, UT 84020 | $9K |
| LINDY FLEMMING PRODUCTIONS N/A | Other services; Direct payment from the plan Service code 49 | 287 BOLINAS ROAD FAIRFAX, CA 94930 | $8K |
| COMPENSATION CONNECTIONS LLC EIN 47-1585101 N/A | Consulting (general); Direct payment from the plan Service code 16 | — | $6K |
| CRISP IMAGING EIN 33-0934203 | Other services; Direct payment from the plan Service code 49 | — | $5K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025