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 3 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 |
|---|---|---|---|
| BENESYS, INC EIN 38-2383171 NONE | Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 13 | — | $2.4M |
| BLUE SHIELD EIN 94-0360524 NONE | Claims processing; Other services; Float revenue; Direct payment from the plan Service code 12 | — | $832K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $424K |
| ENVISION RX OPTIONS EIN 05-0570786 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $174K |
| KAUFMANN AND GOBLE ASSOCIATES EIN 94-2614826 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $162K |
| MCMORGAN AND COMPANY EIN 52-2334338 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $139K |
| BEAT IT ASSISTANCE EIN 77-0111619 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $94K |
| GRAND FLOW EIN 94-3211239 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $83K |
| WEXHEALTH, INC. EIN 06-1593514 NONE | Other services; Direct payment from the plan Service code 49 | — | $63K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| BANK OF NEW YORK EIN 95-3571558 NONE | Custodial (other than securities); Direct payment from the plan; Investment management fees paid indirectly by plan Service code 18 | — | $32K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $29K |
| ALAN BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $24K |
| IRON MOUNTAIN EIN 04-3038590 NONE | Direct payment from the plan; Other services Service code 49 | — | $15K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $15K |
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 | 4,067 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,142 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,209 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 5,614 | $26.1M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,457 | $194K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,614 | — |
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.
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.