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 6 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 |
|---|---|---|---|
| HEWITT EIN 36-2235791 CONTRACT ADMIN | Contract Administrator Service code 13 | — | $197K |
| T. ROWE PRICE ASSOCIATES, INC. EIN 52-0556948 INVESTMT MGMT | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $67K |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 MEDICAL FEE | Other services; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $30K |
| JPMORGAN CHASE BANK, N.A. EIN 13-4994650 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $7K |
| EXPRESS SCRIPTS, INC EIN 22-3461740 CONTRACT ADMIN | Contract Administrator; Claims processing Service code 12 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,406 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,406 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN, INC - CALIFORNIA | 715 | $4.9M |
| Dental | UNITED CONCORDIA COMPANY, INC | 561 | $225K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC - CALIFORNIA | 715 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 715 | — |
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 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.
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.