Sign up free to preview 8 contract rows with premium, retention, and renewal dates
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview commissions and fees for 9 broker rows
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PREFERRED BENEFIT INSURANCE ADMINIS EIN 94-3079635 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $105K |
| VAVRINEK, TRINE, DAY & CO., LLP EIN 95-2648289 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $33K |
| KRAW LAW GROUP EIN 32-0465891 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| HEMMING MORSE, LLP EIN 30-0702322 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $10K |
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 | 727 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 727 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND INSURANCE COMPANY | 1,625 | $6.6M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 1,411 | $639K |
| Vision | ANTHEM BLUE CROSS LIFE AND INSURANCE COMPANY | 1,625 | $6.6M |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE | 1,020 | $21K |
| Other | BLUE CROSS OF CALIFORNIA | 729 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,625 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.