See 5 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 2 broker rows 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 |
|---|---|---|---|
| GALLAGHER BENEFIT SERVICES EIN 36-4291971 MEDICAL BENEFITS ACTUARY | Actuarial Service code 11 | 2850 GOLF RD ROLLING MEADOWS, IL 60008 | $150K |
| ROSS COMMUNICATIONS EIN 68-0477696 CONSULTANT | Consulting (general) Service code 16 | 1700 L ST SACRAMENTO, CA 95811 | $111K |
| UNITED FARMWORKER OF AMERICA EIN 94-1448579 PLAN SPONSOR | Other commissions Service code 55 | PO BOX 62 KEENE, CA 93531 | $107K |
| WALTER S NEWMANJR MD EIN 94-2623572 MEDICAL DIRECTOR | Consulting (general) Service code 16 | 6950 SANTA TERESA BLVD SAN JOSE, CA 95119 | $60K |
| MENDEZ PETTY MORENO LLP EIN 26-1356482 AUDITOR | Accounting (including auditing) Service code 10 | 1400 EASTON DR SUITE 139-A BAKERSFIELD, CA 93309 | $36K |
| PATRICK J PINE EIN 94-6186170 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| MERCEDES MARTINEZ EIN 94-6186170 EMPLOYEE | Employee (plan) Service code 30 | — | $32K |
| DIANA AVENDANO EIN 94-6186170 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
| DIVIA GONZALEZ EIN 94-6186170 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| BUSH GOTTLIEB EIN 95-2956616 ATTORNEY | Legal Service code 29 | 500 N CENTRAL AVE SUITE 800 GLENDALE, CA 91203 | $15K |
| CESAR CHAVEZ FOUNDATION EIN 95-2466747 PLAN PARTICIPANT | Consulting (general) Service code 16 | — | $12K |
| MARTINEZ AGUILASOCHO & LYNCH EIN 47-3200127 ATTORNEY | Legal Service code 29 | PO BOX 11208 BAKERSFIELD, CA 933891208 | $8K |
| VERUS EIN 91-1320111 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | 999 THIRD AVE SUITE 4200 SEATLE, WA 98104 | $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 | 3,539 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS LIFE AND INSURANCE | 0 | $14.7M |
| Dental | UNITED HEALTH CARE | 3,442 | $1.6M |
| Vision | VISION SERVICE PLAN | 3,286 | $329K |
| Prescription drug | EXPRESS SCRIPTS | 3,539 | $2.1M |
| Stop-loss / reinsurancereinsurance | NATIONAL UNION FIRE INSURANCE CO AIG BENEFIT SOLOUTIONS | 3,539 | $3.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,539 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.