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 1 contract row 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 |
|---|---|---|---|
| KAISER PERMANENTE N/A | Other services; Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | 10121 SE SUNNYSIDE ROAD, STE 125 CLACKAMAS, OR 97015 | $10.5M |
| BLUE SHIELD OF CA N/A | Other services; Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | 2 EMBARCADERO CENTER, STE 1310 SAN FRANCISCO, CA 94111 | $5.7M |
| BAS, INC. EIN 23-2635985 N/A | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $2.5M |
| GALLAGHER BENEFITS SERVICES EIN 36-4291971 N/A | Consulting (pension); Direct payment from the plan; Plan Administrator; Insurance services Service code 14 | — | $2.4M |
| DELTA DENTAL N/A | Claims processing; Other services; Contract Administrator; Direct payment from the plan Service code 12 | 1333 BROADWAY, STE 800 OAKLAND, CA 94612 | $925K |
| HINSHAW & CULBERTSON, LLP EIN 36-2128133 N/A | Legal; Direct payment from the plan Service code 29 | — | $540K |
| ARMANINO LLP EIN 94-6214841 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $463K |
| LEWIS & ELLIS, INC. EIN 75-1281520 N/A | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $400K |
| ZABIT MEDIA, INC. EIN 81-0926272 N/A | Other services; Direct payment from the plan Service code 49 | — | $327K |
| ARTHUR J GALLAGHER & CO. EIN 36-4291971 N/A | Direct payment from the plan; Insurance services Service code 23 | — | $207K |
| CONCIERGE NURSE NAVIGATOR EIN 85-1793018 N/A | Other services; Direct payment from the plan Service code 49 | — | $171K |
| VISION SERVICE PLAN N/A | Direct payment from the plan; Claims processing; Contract Administrator; Other services Service code 12 | 100 PRINGLE AVE, STE 650 WALNUT CREEK, CA 94596 | $145K |
| WADE AUBRY, MD N/A | Direct payment from the plan; Consulting (general) Service code 16 | 535 REMILLARD DRIVE HILLSBOROUGH, CA 94010 | $122K |
| CERIDIAN HCM, INC. EIN 59-3228107 N/A | Other services; Direct payment from the plan Service code 49 | — | $87K |
| BEACON POINTE ADVISORS EIN 68-0488677 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $83K |
| MOSS ADAMS LLP EIN 91-0189318 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $82K |
| US BANK EIN 31-0841368 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $34K |
| SEGALL BRYANT & HAMILL, LLC EIN 41-1788385 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $31K |
| BOSTON COMMON ASSET MGMT N/A | Investment management; Investment management fees paid directly by plan Service code 28 | 200 STATE STREET, 7TH FLOOR BOSTON, MA 02109 | $30K |
| BANK OF AMERICA N/A | Investment management fees paid directly by plan; Investment management Service code 28 | 100 NORTH TRYON STREET CHARLOTTE, NC 28255 | $27K |
| STERLING CAPITAL EIN 42-1658828 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $22K |
| INSTITUTIONAL SHAREHOLDER SVS, INC EIN 06-1541449 N/A | Other services; Direct payment from the plan Service code 49 | — | $19K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 N/A | Investment management; Investment management fees paid directly by plan Service code 28 | — | $17K |
| CHAMPLAIN INVESTMENTS EIN 20-1367417 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $14K |
| IRON MOUNTAIN EIN 23-2588479 N/A | Direct payment from the plan; Other services Service code 49 | — | $5K |
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 | 21,890 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 157 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 22,047 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 22,082 | $3.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 22,082 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.