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 6 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 |
|---|---|---|---|
| BENESYS ADMINISTRATORS EIN 38-2383171 ADMINISTRATOR | Claims processing; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 2610 CROW CANYON ROAD STE 200 SAN RAMON, CA 94583 | $332K |
| ANTHEM BLUE CROSS SERVICE PROVIDER | Insurance services Service code 23 | 1351 VM. HOWARD TAFT RD CINCINNATI, OH 452061721 | $45K |
| RAEL & LETSON EIN 94-1701048 CONSULTANT | Consulting (general) Service code 16 | 378 VINTAGE PARK DR 1 FOSTER CITY, CA 94404 | $45K |
| LOCAL 302 EIN 94-0577315 LABOR REP. | Employee (plan); Other services Service code 30 | 1875 ARNOLD DR MARTINEZ, CA 945534239 | $41K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 INVESTMENT MANAGER | Investment management; Custodial (securities); Other fees; Investment management fees paid directly by plan; Other investment fees and expenses Service code 19 | ONE LINCOLN STREET BOSTON, MA 02111 | $37K |
| MILLER, KAPLAN & ARASE & CO., LLP EIN 95-2036255 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | 180 MONTGOMERY STE STE 180 SAN FRANISCO, CA 94104 | $34K |
| BUCKLEY, PATCHEN, RIEMANN & HALL EIN 94-2302150 AUDITOR | Accounting (including auditing) Service code 10 | 2890 N MAIN ST STE 200 WALNUT CREEK, CA 94597 | $20K |
| DODGE AND COX FUNDS - DODIX FUND CUSTODIAN | Investment management; Other investment fees and expenses Service code 28 | PO BOX 8422 BOSTON, MA 022668422 | $19K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 ATTORNEY | Legal Service code 29 | 44 MONTGOMERY ST, STE 2080 SAN FRANCISCO, CA 94104 | $13K |
| SUE CAMPBELL EIN 77-0102183 ATTORNEY | Legal Service code 29 | 1155 N 1ST STREET SAN JOSE, CA 95112 | $9K |
| DODGE AND COX FUNDS - DODGX FUND CUSTODIAN | Other investment fees and expenses; Investment management Service code 28 | PO BOX 8422 BOSTON, MA 022668422 | $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 | 684 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 294 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 54 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,032 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN, INC. | 1,473 | $9.5M |
| Dental | DELTA DENTAL PLAN OF CALIFORNIA | 1,065 | $1.7M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 0 | $593K |
| Other | BEAT IT | 0 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,473 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.