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 6 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.
See commissions and fees for 6 broker rows. $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.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CORCORAN ADMINISTRATORS NONE | Contract Administrator; Copying and duplicating; Direct payment from the plan Service code 13 | 3313 VINCENT ROAD, SUITE 216 PLEASANT HILL, CA 94523 | $479K |
| RAEL AND LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $257K |
| EPLAN EIN 20-3720767 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $72K |
| CIGNA NONE | Direct payment from the plan; Claims processing Service code 12 | 900 COTTAGE GROVE ROAD BLOOMFIELD, CT 06002 | $42K |
| UHC NONE | Claims processing; Direct payment from the plan Service code 12 | 225 NORTH MICHIGAN AVEN CHICAGO, IL 60601 | $41K |
| US BANK NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 80 S 8TH STREET, SUITE 224 MINNEAPOLIS, MN 55402 | $40K |
| UNION BANK EIN 94-0304288 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $34K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $29K |
| GILBERT & SACKMAN EIN 95-2906951 NONE | Legal; Direct payment from the plan Service code 29 | — | $28K |
| VISION SERVICE PLAN NONE | Direct payment from the plan; Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $18K |
| MICHAEL SUROWITZ COMPLIANCE VERIFIC NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 23438 BALMORAL LANE WEST HILLS, CA 91307 | $15K |
| NAVITUS HEALTH SOLUTIONS NONE | Direct payment from the plan; Other services Service code 49 | INTEGRITY DRIVE MADISON, WI 53717 | $13K |
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 | 967 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 446 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,413 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN | 2,027 | $16.4M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,518 | $243K |
| Vision(2 contracts, 2 carriers) | GERBER LIFE INSURANCE CO. | 778 | $230K |
| Other | TOKIO MARINE HCC STOP LOSS GROUP | 135 | $135K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,027 | — |
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.