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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $592K |
| LEGAL & GENERAL INVEST MGMT AMERICA EIN 20-8058531 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $438K |
| ANTHEM BLUE CROSS LIFE AND HEALTH I EIN 95-4331852 NONE | Direct payment from the plan; Contract Administrator; Float revenue; Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $167K |
| PIMCO EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $153K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Account maintenance fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 12 | — | $139K |
| BLUE CROSS OF CALIFORNIA EIN 95-3760980 NONE | Float revenue; Contract Administrator; Direct payment from the plan; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $104K |
| MELLON INVESTMENTS EIN 25-1442864 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $40K |
| AON HEWITT INVESTMENT EIN 36-3109431 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $18K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $7K |
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 | 3,357 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 141 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,498 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITEDHEALTHCARE OF CALIFORNIA | 1,581 | $16.2M |
| Dental | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | 310 | $93K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,357 | $2.7M |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 196 | $274K |
| Other(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 884 | $7.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,357 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.