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 15 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 9 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 INVESTMENT TRUST CO. EIN 91-1116938 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $1.6M |
| CONDUENT HR SERVICES EIN 81-2983623 RECORDKEEPER | Direct payment from the plan; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $980K |
| PAYDEN & RYGEL EIN 95-3921788 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $447K |
| DELOITTE TAX CONSULTING EIN 86-1065772 CONSULTANT | Consulting fees; Accounting (including auditing) Service code 10 | — | $297K |
| NORTHERN TRUST EIN 36-1561860 TRUSTEE/CUSTODIAN | Other fees; Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Contract Administrator; Custodial (securities) Service code 13 | — | $252K |
| RUSSELL INVESTMENTS CAPITAL LLC EIN 91-1659779 CONSULTANT | Consulting (pension); Direct payment from the plan Service code 17 | — | $169K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $156K |
| AON HEWITT CONSULTING EIN 77-0182453 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | — | $126K |
| DBL EQUITY FUND - BAEF II LP EIN 01-0913275 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $88K |
| SOUTHERN CALIFORNIA EDISON CO. EIN 95-1240335 PLAN SPONSOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $86K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE/CUSTODIAN | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Custodial (securities); Float revenue; Other fees Service code 19 | — | $76K |
| SCHRODER INVESTMENT MANAGEMENT EIN 13-4064414 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $69K |
| GCM GROSVENOR EMRG MGR INVEST EIN 80-0952472 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $60K |
| WILSHIRE US PRVT MRKT VIII EIN 26-0217613 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $49K |
| MSCI INC. INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | 7 WORLD TRADE CTR 250 GREENWHICH ST NEW YORK, NY 10007 | $43K |
| WILSHIRE EURO PRVT MRKT VIII EIN 26-0217775 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $12K |
| WILSHIRE ASIA PRVT MRKT VIII EIN 26-0217719 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $12K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 INVESTMENT MANAGEMENT | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Trustee (discretionary) Service code 21 | — | $11K |
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 | 13,416 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13,550 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 26,966 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | HEALTH NET | 4,338 | $46.5M |
| Dental | CIGNA HEALTH & LIFE INSURANCE COMPANY | 3,128 | $825K |
| Vision | VISION SERVICE PLAN | 25,059 | $3.2M |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 13,337 | $11.2M |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC. | 2,491 | $5.9M |
| Other(6 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 13,437 | $13.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,059 | — |
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 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.