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 5 broker rows. $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 |
|---|---|---|---|
| ATPA EIN 94-3187938 NONE | Claims processing; Contract Administrator; Investment management fees paid directly by plan Service code 12 | — | $338K |
| RAEL & LETSON EIN 94-1457076 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $63K |
| KRAW LAW GROUP EIN 77-0171216 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| LOOMIS SAYLES EIN 94-1554520 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $19K |
| HEMMING MORSE LLP EIN 30-0702322 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $16K |
| ALAN BILLER & ASSOCIATES EIN 94-2854958 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $11K |
| KAUFMANN & GOBLE EIN 94-2614826 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $10K |
| ALSWEET ASSOCIATES NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 533 S. FREMONT AVE SUITE 800 LOS ANGELES, CA 90071 | $5K |
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 | 494 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 64 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 558 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | STANDARD SECURITY LIFE | 262 | $250K |
| Dental | STANDARD SECURITY LIFE | 262 | $250K |
| Vision | VISION SERVICE PLAN | 488 | $98K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE CO | 458 | $13K |
| Stop-loss / reinsurancereinsurance | STANDARD SECURITY LIFE | 262 | $250K |
| Other | CLAREMONT BEHAVIORAL SERVICES | 459 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 586 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.