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 4 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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $321K |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Direct payment from the plan; Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $268K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $59K |
| INNOVATIVE COST MANAGEMENT EIN 77-0119752 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $54K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $42K |
| QUEST INVESTMENT MANAGEMENT, INC. EIN 93-0880854 NONE | Non-monetary compensation; Investment management fees paid directly by plan Service code 51 | — | $30K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $26K |
| TEAMSTERS ALCOHOL REHABILITATION EIN 94-2875955 NONE | Direct payment from the plan; Other fees Service code 50 | — | $25K |
| FIDUCIARY MANAGEMENT, INC. EIN 39-1346018 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $21K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Soft dollars commissions; Direct payment from the plan; Float revenue Service code 19 | — | $15K |
| DONALD HOPKINS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1600 HARBOR BAY PKWY STE 200 ALAMEDA, CA 94502 | $10K |
| THE VIRTUOUS GROUP, LLC EIN 27-0365275 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $8K |
| CORPORATE MAILING SERVICE LLC EIN 46-2336568 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| FREMONT BANK EIN 94-1569025 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
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 | 1,115 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 315 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,430 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN, INC. | 248 | $2.0M |
| Vision | VISION SERVICE PLAN | 1,096 | $151K |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,131 | $23K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,150 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,150 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.