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 10 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 2 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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS NONE | Direct payment from the plan; Contract Administrator Service code 13 | 1600 HARBOR BAY PKWY STE 200 ALAMEDA, CA 94502 | $3.2M |
| ANTHEM BLUE CROSS LIFE AND HEALTH I EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Float revenue; Custodial (securities) Service code 12 | — | $1.6M |
| MULTI-PLAN SERVICES AGENCY INC. EIN 81-3751949 NONE | Direct payment from the plan Service code 50 | — | $718K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $371K |
| PART D ADVISORS NONE | Other services; Direct payment from the plan Service code 49 | 17199 N LAUREL PARK DR STE 400 LIVONIA, MI 48152 | $337K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1235 WESTLAKES DR STE 400 BERWYN, PA 19312 | $207K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $149K |
| ASSISTANCE RECOVERY PROGRAM EIN 94-3042622 NONE | Direct payment from the plan Service code 50 | — | $111K |
| MCMORGAN & COMPANY LLC EIN 52-2334338 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $82K |
| SALTZMAN & JOHNSON LAW CORPORATION EIN 94-2376174 NONE | Legal; Direct payment from the plan Service code 29 | — | $70K |
| INCOME RESEARCH & MANAGEMENT EIN 04-2955404 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $52K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-1645862 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $41K |
| ENGINEERS PUBLISHING NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 3920 LENNANE DR SACRAMENTO, CA 95834 | $31K |
| MAILRITE PRINT & MAIL, INC. NONE | Copying and duplicating; Direct payment from the plan Service code 36 | 834 STRIKER AVE STE C SACRAMENTO, CA 95834 | $24K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Insurance brokerage commissions and fees; Investment management fees paid indirectly by plan Service code 19 | — | $19K |
| STEPHEN HORN INSURANCE SVCS EIN 94-3249244 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $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 | 9,075 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,075 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,518 | $13.2M |
| Dental(3 contracts, 3 carriers) | DELTA DENTAL OF CALIFORNIA | 9,559 | $6.8M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 8,754 | $1.1M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 892 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,559 | — |
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.