Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HMO | HMO | |
Broker: Daniel Cutright DentalLifeOther | DentalLifeOther | |
HMOHealth | HMOHealth | |
Vision | Vision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 9 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 260 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 111 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 371 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 31 | $78K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,348 | $607K |
| Vision | VISION SERVICE PLAN | 367 | $66K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,348 | $607K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,348 | $607K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,348 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Metropolitan Life Insurance Company | |
Carrier: Metropolitan Life Insurance Company | |
Carrier: Metropolitan Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UA LOCAL 343 EIN 94-0925634 NONE | Other services; Direct payment from the plan Service code 49 | — | $105K |
| RYAN MCCALL EIN 94-3203548 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| CALVIN GIN EIN 94-3203548 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $72K |
| NWPS EIN 91-2090931 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $68K |
| KRAW LAW GROUP, APC EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| HEATHER CLANTON NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 220 PEABODY ROAD VACAVILLE, CA 95687 | $20K |
| VERUS ADVISORY, INC. EIN 91-1320111 NONE | Direct payment from the plan; Consulting (pension); Investment advisory (plan) Service code 17 | — | $20K |
| PACE SOFTWARE SYSTEMS EIN 94-2897992 NONE | Direct payment from the plan; Other services Service code 49 | — | $11K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025