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 filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthRxHMODental | HealthRxHMODental | |
Dental | Dental | |
LifeOther | LifeOther | |
Vision | Vision | |
Dental | Dental | |
Dental | Dental | |
Dental | Dental | |
Dental | Dental | |
Dental | Dental |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 13 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 | 15,891 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,868 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 24,759 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN SO CALIFORNIA | 9,457 | $175.1M |
| Dental(7 contracts, 7 carriers) | DELTA DENTAL OF CALIFORNIA | 41,732 | $43.5M |
| Vision | VISION SERVICE PLAN | 42,634 | $12.7M |
| Life insurance | CIGNA LIFE INSURANCE CO. OF NORTH AMERICA | 21,815 | $14.1M |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN SO CALIFORNIA | 9,457 | $175.1M |
| Other | CIGNA LIFE INSURANCE CO. OF NORTH AMERICA | 21,815 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 42,634 | - |
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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS (ASO/PPO/ EIN 52-1590516 NONE | Claims processing; Consulting fees Service code 12 | — | $31.7M |
| INNOVATIVE CARE MANAGEMENT EIN 93-1087669 NONE | Claims processing Service code 12 | — | $10.2M |
| ILWU-PMA BENEFIT PLANS (SALARIES) EIN 94-6068578 EMPLOYEES | Contract Administrator; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 12 | — | $5.4M |
| DELTA DENTAL EIN 94-1461312 NONE | Claims processing Service code 12 | — | $2.5M |
| BLUE SHIELD OF CALIFORNIA EIN 94-0360524 NONE | Other fees Service code 99 | — | $2.3M |
| BUSH GOTTLIEB, A LAW CORPORATION EIN 95-2956616 NONE | Legal Service code 29 | — | $1.6M |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting fees; Actuarial Service code 11 | — | $921K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Other fees Service code 99 | — | $562K |
| KNOX RICKSEN LLP EIN 94-1545786 NONE | Legal Service code 29 | — | $532K |
| SEYFARTH SHAW LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $415K |
| INNOVATIVE DRIVEN EIN 82-1628805 NONE | Consulting fees Service code 70 | — | $358K |
| FIRST CHOICE HEALTH EIN 91-1272766 NONE | Other fees Service code 99 | — | $302K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Accounting (including auditing) Service code 10 | — | $299K |
| US BANK EIN 31-0841368 NONE | Other fees Service code 99 | — | $240K |
| NIXON PEABODY LLP EIN 16-0764720 NONE | Legal Service code 29 | — | $212K |
| OPTUMRX, INC EIN 33-0441200 NONE | Other fees Service code 99 | — | $180K |
| PACIFIC MARITIME ASSOCIATION EIN 94-1126322 EMPLOYER ASSOCIATION | Accounting (including auditing) Service code 10 | — | $128K |
| MAGELLAN BEHAVIORAL HEALTH INC EIN 52-2135463 NONE | Other fees Service code 99 | — | $120K |
| ALVAREZ & MARSAL DISPUTES AND INVES EIN 56-2409465 NONE | Consulting fees Service code 70 | — | $119K |
| CHIROPRACTIC HEALTH PLAN OF CA EIN 77-0134508 NONE | Other fees Service code 99 | — | $113K |
| SCHWARTZ AND CERA LLP EIN 47-2650413 NONE | Legal Service code 29 | — | $85K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees Service code 15 | — | $65K |
| HINSHAW & CULBERTSON LLP EIN 36-2128133 NONE | Legal Service code 29 | — | $36K |
| LIANG LY LLP EIN 47-4401035 NONE | Legal Service code 29 | — | $33K |
| LAW OFFICES OF JOHN KAGEL EIN 77-0439762 NONE | Legal Service code 29 | — | $33K |
| LEONARD CARDER, LLP EIN 94-2819269 NONE | Legal Service code 29 | — | $31K |
| PWC US TAX LLP EIN 92-0460586 NONE | Consulting fees Service code 70 | — | $24K |
| LYRA HEALTH EIN 47-2935915 NONE | Other fees Service code 99 | — | $19K |
| AGAIN IN TIME EIN 47-2979502 NONE | Consulting fees Service code 70 | — | $17K |
| DAVID E. SMITH, M.D. EIN 94-3124932 NONE | Consulting fees Service code 70 | — | $15K |
| EPIQ EDISCOVERY SOLUTIONS INC EIN 13-3865009 NONE | Consulting fees Service code 70 | — | $15K |
| THE SOUZA GROUP EIN 68-0365020 NONE | Consulting fees Service code 70 | — | $14K |
| ADMAIL EXPRESS, INC. EIN 94-2229976 NONE | Copying and duplicating Service code 36 | — | $13K |
| CHECKMATE INTELLIGENCE GROUP, INC EIN 99-3905756 NONE | Consulting fees Service code 70 | — | $11K |
| JAMS, INC EIN 68-0542699 NONE | Legal Service code 29 | — | $7K |
| M.P. RADOCY EIN 94-3001326 NONE | Consulting fees Service code 70 | — | $6K |
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.
2 contacts
10 filings · 2016 to 2025