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 4 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| E.I.S.B., INC. EIN 94-1541240 NONE | Plan Administrator Service code 14 | — | $1.3M |
| CALIFORNIA PHYSICIANS' SERVICE EIN 94-0360524 NONE | Claims processing Service code 12 | — | $368K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing Service code 12 | — | $274K |
| KAUFMANN AND GOBLE ASSOCIATES, INC. EIN 94-2614826 NONE | Actuarial; Consulting (general) Service code 11 | — | $243K |
| DODGE & COX EIN 94-1441976 NONE | Investment management Service code 28 | — | $100K |
| LEONARD CARDER LLP EIN 94-2819269 NONE | Legal Service code 29 | — | $58K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | — | $55K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $52K |
| PSG CONSULTING EIN 27-2345574 NONE | Consulting (general) Service code 16 | — | $50K |
| DAVID CRUTCHER EIN 20-3194050 NONE | Legal Service code 29 | — | $31K |
| ALAN BILLER & ASSOCIATES, INC. EIN 94-2854958 NONE | Investment advisory (plan) Service code 27 | — | $23K |
| COMERICA EIN 94-6062674 NONE | Other investment fees and expenses; Custodial (securities); Custodial (other than securities) Service code 18 | — | $11K |
| OPTUM RX INC EIN 33-0441200 NONE | Claims processing Service code 12 | — | $0 |
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 | 1,906 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 805 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,711 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 2,572 | $28.3M |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 1,410 | $12.3M |
| Stop-loss / reinsurancereinsurance | BLUE SHIELD OF CA LIFE & HEALTH INS. CO. | 1,082 | $2.3M |
| Other | BLUE SHIELD OF CA LIFE & HEALTH INS. CO. | 1,082 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,572 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.