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 pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthHMO | HealthHMO | |
HealthRx | HealthRx | |
Dental | Dental | |
LifeOther | LifeOther | |
Vision | Vision | |
Other | Other |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 7 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 | 920 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 920 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 168 | $2.1M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 172 | $132K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 194 | $14K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 920 | $53K |
| Prescription drug | BLUE SHIELD OF CALIFORNIA | 60 | $762K |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 920 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 920 | - |
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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACIFIC FEDERAL LLC EIN 95-4353570 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting (general); Contract Administrator Service code 13 | — | $445K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $40K |
| THE WAGNER LAW GROUP NONE | Legal; Direct payment from the plan Service code 29 | 17777 CENTER COURT DR STE 613 CERRITOS, CA 90703 | $33K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| BLEIWEISS COMMUNICATIONS INC. EIN 95-3676526 NONE | Direct payment from the plan; Participant communication Service code 38 | — | $21K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $21K |
| NIGRO KARLIN SEGAL FELDSTEIN & BOLN EIN 95-3632775 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
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.
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10 filings · 2016 to 2025