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.
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 | 1,121 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 394 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,515 | 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 | 2,023 | $18.3M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,366 | $295K |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,502 | $210K |
| Life insurance | STANDARD INURANCE COMPANY | 883 | $69K |
| Short-term disability | STANDARD INURANCE COMPANY | 883 | $69K |
| Long-term disability | STANDARD INURANCE COMPANY | 883 | $69K |
| Stop-loss / reinsurancereinsurance | TOKIO MARINE HCC STOP LOSS GROUP | 218 | $156K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,023 | - |
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.
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CORCORAN ADMINISTRATORS EIN 27-5364514 NONE | Plan Administrator; Other services Service code 14 | — | $515K |
| RAEL AND LETSON EIN 94-1701048 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $211K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Other insurance fees and expenses; Direct payment from the plan Service code 50 | — | $65K |
| UNITED HEALTH CARE - ACTIVES NONE | Direct payment from the plan; Consulting (general) Service code 16 | 3333 VINCENT RD. 203A PLEASANT HILL, CA 94523 | $56K |
| MICHAEL SUROWITZ COMPLIANCE VERIFIC EIN 26-2336426 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| CIGNA - DENTAL PPO EIN 59-1031071 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $45K |
| GILBERT & SACKMAN, A LAW CORP. EIN 95-2906951 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $25K |
| SCOTT CAPITAL ADVISORS EIN 84-4636104 NONE | Direct payment from the plan; Other insurance fees and expenses Service code 50 | — | $24K |
| NAVITUS NONE | Direct payment from the plan; Securities brokerage Service code 33 | 1025 WEST NAVITUS DRIVE APPLETON, WI 54913 | $24K |
| VISION SERVICE PREMIUM EIN 94-1632821 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
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