Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingTotal premium grew more than 20% over the prior year. The plan is a good candidate to re-shop its carriers.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss | |
Broker: Edgewood Partners Insurance Center LifeLTD | LifeLTD |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 346 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 346 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 346 | $116K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 346 | $116K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE COMPANY OF CALIFORNIA | 346 | $319K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 346 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Symetra Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT AND RISK MANAGEMENT SERVICE EIN 68-0306908 NONE | Claims processing Service code 12 | 80 IRON POINT CIRCLE SUITE 200 FOLSOM, CA 95630 | $347K |
| EDGEWOOD PARTNERS INSURANCE CENTER EIN 94-3195221 NONE | Consulting (general) Service code 16 | 135 MAIN STREET - 21ST FLOOR SAN FRANCISCO, CA 94105 | $143K |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Other services; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | 3075 VANDERCAR WAY CINCINNATI, OH 45209 | $129K |
| BEEBOUT WILLIAMS & OLDS EIN 01-0560769 NONE | Accounting (including auditing) Service code 10 | 6920 FAIR OAKS BLVD CARMICHAEL, CA 95608 | $22K |
| ANTHEM BLUE CROSS LIFE AND HEALTH 9 | Non-monetary compensation; Insurance agents and brokers; Other commissions Service code 22 | — | $2K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
3 contacts
11 filings · 2015 to 2025