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 3 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 1 broker row. $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 |
|---|---|---|---|
| BENESYS ADMINISTRATORS INC. EIN 38-2383171 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $187K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $110K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $82K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $49K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| POST ADVISORY GROUP NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 2049 CENTURY PARK E STE 3050 LOS ANGELES, CA 90067 | $37K |
| UNION BANK NONE | Other services; Direct payment from the plan Service code 49 | PO BOX 513840 LOS ANGELES, CA 90051 | $33K |
| SEGALL, BRYANT & HAMILL EIN 41-1788385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $16K |
| NEYHART ANDERSON FLYN & GROSBOLL NONE | Legal; Direct payment from the plan Service code 29 | 369 PINE ST STE 800 SAN FRANCISCO, CA 94101 | $16K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $13K |
| TRUSTEE #1 PARTY IN INTEREST | Trustee (individual); Direct payment from the plan Service code 20 | 7180 KOLL CENTER PKWY STE 200 PLEASANTON, CA 94566 | $12K |
| TRUSTEE #2 PARTY IN INTEREST | Direct payment from the plan; Trustee (individual) Service code 20 | 7180 KOLL CENTER PKWY STE 200 PLEASANTON, CA 94566 | $12K |
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 | 466 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 42 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 508 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 497 | $70K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 231 | $767K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 231 | $767K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 815 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.