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 11 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 18 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 |
|---|---|---|---|
| BENJAMIN SYBESMA EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $274K |
| MICHAEL SMALLEY EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $224K |
| LUPITA RUIZ EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $217K |
| STROZ FREIDBERG LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 101 MONTGOMERY STREET SAN FRANCISCO, CA 94104 | $212K |
| CONSUMER INFO .COM NONE | Other services; Direct payment from the plan Service code 49 | 475 ANTON BLVD. COSTA MESA, CA 92626 | $158K |
| MICHELLE L SAIENNI EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $148K |
| DEBORAH A JOHNSON EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| DANIEL BEAMAN EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $141K |
| PETER J SANDS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $139K |
| BASYS, INC NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3700 KOPPERS STREET, SUITE 400 BALTIMORE, MD 21227 | $124K |
| JORDAN BARGAS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| LYNN NOLAND EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $111K |
| SHALLY SINGH EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $108K |
| SHANA M SIMS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| STEVEN HALL EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $101K |
| TRUCKER HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $100K |
| JOTI CHAND EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $98K |
| ANGELA MURILLO EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $98K |
| SELLWOOD CONSULTING EIN 80-1827237 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $97K |
| VERONICA M SAMPSON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| JANET L SANDS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $96K |
| GERROLD EATON EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| KEVIN SMALLLEY EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| MARIETTA TANGUILEG EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $88K |
| KATHRYN A. KNIGHT EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| CYNTHIA R OLIVER EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| AMY LIVINGSTONE EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $85K |
| LORETTA J DOOLEY EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| CONNIE QUARTIER EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| MICHAEL JUAREZ EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| VANESSA PINEDA EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| TERESA L CONDON EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| JAMES BAUMILLER EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| TONI GURULE EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| WANDA HINES EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| ERIKA MENDEZ EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $67K |
| VICTORIA DAVIS EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $61K |
| IRON MOUNTIAN EIN 04-3038590 NONE | Direct payment from the plan; Other services Service code 49 | — | $60K |
| MEREDITH KING EIN 94-6459649 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| JOSE GONSLAVES CONSULTING EIN 53-0668189 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $55K |
| GAGANPREET HAYER EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $49K |
| COMMERCE PRINTING EIN 61-0168958 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $30K |
| PREMIER PRINT & MAIL NONE | Direct payment from the plan; Copying and duplicating Service code 36 | 2615 DEL MONTE STREET WEST SACRAMENTO, CA 95691 | $26K |
| KAILYNN NEWSON EIN 94-6459649 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| N.W. PLAN SERVICES EIN 91-2090931 NONE | Consulting (pension); Direct payment from the plan; Actuarial Service code 11 | — | $23K |
| PREMIER TECHNOLOGY SOLUTIONS NONE | Consulting (general); Direct payment from the plan Service code 16 | 232 MADISON AVENUE NEW YORK, NY 10016 | $22K |
| EDIE BAILLY EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| US LEGAL EIN 68-0115281 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $22K |
| WIZIX TECHNOLOGY NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2014 TAYLOR ROAD ROSEVILLE, CA 95678 | $21K |
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 | 28,622 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,843 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 43,465 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 19 | $7K |
| Life insurance(6 contracts, 3 carriers) | NEW YORK LIFE INSURANCE COMPANY | 22,039 | $5.9M |
| Other(6 contracts, 4 carriers) | COMBINED INSURANCE COMPANY OF AMERICA | 22,039 | $7.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 22,039 | — |
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 broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.