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 2 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.
See commissions and fees for 5 broker rows. $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 |
|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES ADMINISTRATOR | Contract Administrator Service code 13 | 1465 N MCDOWELL BLVD SUITE 180 PETALUMA, CA 88382 | $69K |
| ROGERS BENEFIT GROUP INC CA ADMINISTRATOR | Contract Administrator Service code 13 | 5110 N 40TH ST SUITE 234 PHOENIX, AZ 82867 | $23K |
| SSM INSURNACE SERVICES, INC ADMINISTRATOR | Contract Administrator Service code 13 | PO BOX 750004 PETALUMA, CA 94971 | $13K |
| ALTERITY BROKER SOLUTIONS, INC. ADMINISTRATOR | Contract Administrator Service code 13 | 8777 N GAINEY CENTER DR. SUITE 260 SCOTTSDALE, AZ 85258 | $512 |
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 | 107 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 288 | $1.8M |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 115 | $5K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 115 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 288 | — |
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 broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.