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 7 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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 94-2773477 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $250K |
| GARCIA HAMILTON & ASSOCIATES, LP EIN 76-0589652 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $73K |
| IBEW LOCAL 340 SPONSOR | Direct payment from the plan; Other services Service code 49 | 10240 SYSTEMS PKWY SACRAMENTO, CA 95827 | $67K |
| NWPS EIN 91-2090931 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $66K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | — | $56K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 24-4310632 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $46K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $29K |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $12K |
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 | 1,532 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,532 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLANS, INC. | 1,641 | $24.1M |
| Dental | DELTA DENTAL OF CALIFORNIA | 3,491 | $1.3M |
| Vision | VISION SERVICE PLAN | 1,527 | $101K |
| Prescription drug(4 contracts) | WESTERN HEALTH ADVANTAGE | 931 | $12.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,491 | — |
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."
No prospect flags tripped on this filing.