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 7 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 5 broker rows. $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 |
|---|---|---|---|
| MICHAEL SMALLEY EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $298K |
| BENJAMIN SYBESMA EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $222K |
| KATHLEEN KEEFE EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $149K |
| SUMAN JHA EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $134K |
| MICHELLE SAIENNI EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $97K |
| LUPITA RUIZ EIN 94-9459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $96K |
| JOE GONSALVES CONSULTING EIN 53-0668189 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $94K |
| PETER SANDS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $83K |
| DEBORAH JOHNSON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $81K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $80K |
| KATHRYN GUERRIERO EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $79K |
| TRUCKER HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | ONE EMBARCADERO CENTER, 12TH FLOOR SAN FRANCISCO, CA 941113617 | $77K |
| JORDAN BARGAS EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $75K |
| LISA TENNISON EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $70K |
| AMY LIVINGSTONE EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $67K |
| KATHRYN KNIGHT EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $66K |
| SELLWOOD EIN 80-0827237 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $64K |
| JANET SANDS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $64K |
| SHANA SIMS EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $62K |
| STEVEN HALL EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $62K |
| COLETTE EAGLES EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $62K |
| CYNTHIA OLIVER EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $61K |
| TERESA L. CONDON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $60K |
| CHRISTINE MONTIJO EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $59K |
| CONNIE QUARTIER EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $57K |
| VERONICA SAMPSON EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $56K |
| SHALLY SINGH EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $54K |
| LORETTA J. PRICE EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $54K |
| GERROLD EATON EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $53K |
| EVELYN HEEB EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $53K |
| ANGELA MURILLO EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $47K |
| OFELIA AUSTIN EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $47K |
| PATRICK DAY EIN 94-6459649 PARTY IN INTEREST | Direct payment from the plan; Trustee (directed) Service code 25 | — | $47K |
| DAN BEAMAN EIN 94-6459649 PARTY IN INTEREST | Trustee (directed); Direct payment from the plan Service code 25 | — | $46K |
| JONI SMALLEY EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $45K |
| KEVIN SMALLEY EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $42K |
| CARISSA WONG EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Other fees Service code 50 | — | $34K |
| HEMMING MORSE EIN 30-0702322 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $30K |
| STEVE HERRERA EIN 94-6459649 PARTY IN INTEREST | Trustee (directed); Direct payment from the plan Service code 25 | — | $27K |
| WESSON CHERRY EIN 94-6459649 PARTY IN INTEREST | Direct payment from the plan; Trustee (directed) Service code 25 | — | $23K |
| JAMES BAUMILLER EIN 94-6459649 PARTY IN INTEREST | Trustee (directed); Direct payment from the plan Service code 25 | — | $19K |
| WELLS FARGO EIN 56-1882208 NONE | Insurance brokerage commissions and fees; Direct payment from the plan Service code 50 | — | $18K |
| US LEGAL EIN 68-0115281 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $15K |
| N.W. PLAN SERVICES NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | PO BOX 1931 TACOMA, WA 98401 | $13K |
| RAYMOND AXTON EIN 94-6459649 EMPLOYEE | Other fees; Direct payment from the plan Service code 50 | — | $11K |
| WESPAC ADVISORS LLC EIN 26-2824865 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $10K |
| CHARLES SCHWAB & CO EIN 94-1737782 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $7K |
| AMALGAMATED BANK EIN 95-4314552 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $5K |
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 | 29,237 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12,055 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 41,292 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ALLSTATE | 19 | $10K |
| Life insurance(3 contracts, 3 carriers) | NEW YORK LIFE INSURANCE COMPANY | 2,816 | $5.8M |
| Other(5 contracts, 5 carriers) | NEW YORK LIFE INSURANCE COMPANY | 9,673 | $11.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,673 | — |
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 the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
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.