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 5 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 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 |
|---|---|---|---|
| U.A. LOCAL 342 JOINT LABOR MGMT EIN 68-0315768 COMMON BOARD OF TRUSTEES | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.5M |
| KAUFMANN & GOBLE EIN 94-2614826 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $380K |
| MAMMINI COMPANY EIN 47-0879697 NONE | Consulting (general); Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan) Service code 16 | — | $67K |
| NEYHART, ANDERSON & FREITAS EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | — | $42K |
| LINCOLN INVESTMENT EIN 23-1702591 NONE | Direct payment from the plan; Consulting (general); Investment advisory (plan); Investment management fees paid directly by plan Service code 16 | — | $36K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| PRINT2ASSIST EIN 71-0944528 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $27K |
| FREMONT BANK EIN 94-1569025 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $13K |
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 | 2,127 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 953 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,080 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE SHIELD OF CALIFORNIA | 4,448 | $60.0M |
| Dental | DELTA DENTAL OF CALIFORNIA | 7,363 | $4.9M |
| Vision | VISION SERVICE PLAN | 3,047 | $569K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 6,578 | $140K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 4,448 | $35.2M |
| Other | PRINCIPAL LIFE INSURANCE COMPANY | 6,578 | $140K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,363 | — |
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.