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 4 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 |
|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES EIN 94-1749354 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $229K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | — | $111K |
| GARCIA HAMILTON & ASSOCIATES, LP EIN 76-0589652 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $69K |
| KAUFMANN AND GOBLE ASSOCIATES, INC. EIN 94-2614826 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $46K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $42K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $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 | 865 | 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. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 865 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLANS, INC. | 1,499 | $14.8M |
| Dental | DELTA DENTAL OF CALIFORNIA | 0 | $0 |
| Vision | VISION SERVICE PLAN | 0 | $0 |
| Prescription drug | AETNA LIFE INSURANCE COMPANY | 154 | $1.5M |
| Other | MANAGED HEALTH NETWORK | 917 | $179K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,499 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
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.