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 12 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 |
|---|---|---|---|
| RUSSELL IMPLEMENTATION SERVICES EIN 91-0604934 INVESTMENT MGR | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.6M |
| SOUTHERN CALIFORNIA EDISON COMPANY EIN 95-1240335 PLAN SPONSOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $785K |
| XEROX HR SOLUTIONS, LLC EIN 36-2235791 RECORDKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees Service code 15 | — | $506K |
| NORTHERN TRUST EIN 36-1561860 TRUSTEE/CUSTODIAN | Float revenue; Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Custodial (securities); Other fees Service code 18 | — | $275K |
| PACIFIC INVESTMENT MANAGEMENT CO. EIN 33-0629048 INVESTMENT MGR | Investment management; Investment management fees paid directly by plan Service code 28 | — | $186K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 INVESTMENT MGR | Investment management; Investment management fees paid directly by plan Service code 28 | — | $183K |
| AON HEWITT CONSULTING EIN 77-0182453 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | — | $164K |
| PAYDEN & RYGEL EIN 95-3921788 INVESTMENT MGR | Investment management; Investment management fees paid directly by plan Service code 28 | — | $95K |
| BLACKROCK EIN 94-3112180 INVESTMENT MGR | Investment management; Investment management fees paid directly by plan Service code 28 | — | $35K |
| NORTHERN TRUST INVESTMENT EIN 36-2723087 INVESTMENT MGR | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| DELOITTE TAX CONSULTING EIN 86-1065772 CONSULTANT | Consulting fees Service code 70 | — | $18K |
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 | 13,311 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13,376 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 26,687 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITED HEALTHCARE OF CALIFORNIA | 3,460 | $36.0M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA DENTAL | 4,986 | $1.6M |
| Life insurance(2 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 24,399 | $8.8M |
| Prescription drug(4 contracts, 3 carriers) | UNITED HEALTHCARE OF CALIFORNIA | 3,460 | $35.1M |
| Other(4 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 14,473 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,399 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.