See 3 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 |
|---|---|---|---|
| HS & BA EIN 94-3089465 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $247K |
| BLUE CROSS EIN 95-3760980 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $126K |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| RAEL & LETSON EIN 94-1701048 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $58K |
| MCMORGAN & CO. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 1 FRONT STREET, SUITE 500 SAN FRANCISCO, CA 94111 | $41K |
| HORIZON ACTUARIAL SERVICES EIN 38-3647875 NONE | Direct payment from the plan Service code 50 | — | $35K |
| VAVRINEK, TRINE, DAY & CO., LLP EIN 95-2648289 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| TEAMSTERS ASSISTANCE PROGRAM EIN 94-2825071 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $22K |
| BEESON, TAYER EIN 94-2148509 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $16K |
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 | 972 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 972 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITEDHEALTHCARE INSURANCE COMPANY | 545 | $331K |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS | 597 | $782K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,158 | — |
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."
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.