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 5 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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Participant communication; Direct payment from the plan; Contract Administrator; Accounting (including auditing) Service code 10 | — | $221K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $53K |
| BERRY & CO., CPA'S LTD EIN 88-0400174 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $39K |
| WOHLNER KAPLON CUTLER HALFORD ET AL EIN 83-2856417 NONE | Legal; Direct payment from the plan Service code 29 | — | $28K |
| U.S. BANK, N.A. EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Custodial (securities); Other investment fees and expenses Service code 19 | — | $24K |
| MUFG UNION BANK, N.A. EIN 94-0304228 NONE | Account maintenance fees; Direct payment from the plan; Other services Service code 49 | — | $5K |
| MEKETA INVESTMENT GROUP, INC EIN 04-2659023 NONE | Consulting (general); Direct payment from the plan; Investment advisory (plan) Service code 16 | — | $5K |
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 | 405 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 405 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN INC. | 1,346 | $6.9M |
| Dental | UNITED CONCORDIA DENTAL PLANS OF CALIFORNA, INC. | 1,304 | $168K |
| Vision | GERBER | 414 | $45K |
| Life insurance(2 contracts) | STANDARD INSURANCE CO. | 410 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,346 | — |
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 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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.