See 6 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS EIN 32-2383171 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $925K |
| GRAYSTONE CONSULTING/MORGAN STANLEY EIN 20-8764829 NONE | Custodial (securities); Securities brokerage; Investment advisory (plan); Direct payment from the plan Service code 19 | — | $316K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $257K |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $222K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $213K |
| THE SEGAL COMPANY, INC. EIN 94-1503999 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $138K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $101K |
| TEAM ST. INC. EIN 47-2090829 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $47K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing; Float revenue; Other fees; Direct payment from the plan Service code 12 | — | $24K |
| EYEMED EIN 86-0773195 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $16K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $14K |
| SMART SOURCE LLC EIN 30-0830429 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $12K |
| FREMONT BANK EIN 94-1569025 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $7K |
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 | 3,650 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 45 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,695 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE SHIELD OF CALIFORNIA | 1,733 | $22.2M |
| Dental | SAFEGUARD HEALTH PLANS, INC. | 803 | $118K |
| Vision | KAISER FOUNDATION HEALTH PLAN, INC. | 15 | $189K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 9,793 | $606K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 1,733 | $22.2M |
| Stop-loss / reinsurancereinsurance | WELLPOINT STOP LOSS | 12,479 | $5.3M |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 9,793 | $606K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,479 | — |
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.
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.