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 7 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 8 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 |
|---|---|---|---|
| EPLAN EIN 20-3720767 NONE | Consulting (general); Direct payment from the plan; Claims processing Service code 12 | — | $1.7M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Other services; Claims processing Service code 12 | — | $1.0M |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $447K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $331K |
| BASYS, INC. EIN 52-1796473 NONE | Other services; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | — | $192K |
| REGINALD CYRUS EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $173K |
| CAROL MOORE EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $156K |
| CITYSCAPE IT PROS EIN 46-1791445 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $134K |
| HENDERSON BERBERABE EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $117K |
| ALL'S WELL EIN 95-4365413 NONE | Other services; Direct payment from the plan Service code 49 | — | $109K |
| DANA TENEYCK EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $104K |
| LINDA DELGADO EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $103K |
| CAROLINE RYAN EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $102K |
| MINA CARRANZA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $101K |
| MARTINA MOJICA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $100K |
| DALANA YOUNG EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| JAMES CONSIDINE, M.D. NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | 25401 CABOT ROAD, SUITE 200 LAGUNA HILLS, CA 92653 | $98K |
| MELANIE TALSMA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| MISTY LOPEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $87K |
| SONIA GUERRERO EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| MERCER NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | 17901 VON KARMAN AVENUE, SUITE 1100 IRVINE, CA 92614 | $81K |
| PACIFIC INVESTMENTS EIN 77-0583390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $80K |
| FRANK TIMPANI EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| YVONNE SAUNDERS EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| DEBBIE MARTINI EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $78K |
| PROPHARMA PHARMACEUTICAL EIN 95-4081972 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $74K |
| ANADALLAS BIZZELL EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $73K |
| DONNA BEHAN EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| ALMA DIAZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| KATSUMI NIDOME EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| MARK BINNS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| JIMMY BLACKMAN & ASSOCIATES EIN 46-3116270 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $65K |
| ANA CRUZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| LORNA EBREO EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $56K |
| EUGENE LYLES EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| KATHLEEN SLOTHOUR, CONSULTING EIN 56-7706501 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $47K |
| DEBBIE NUNEZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| BUCKMAN-MITCHELL, INC. NONE | Other services; Insurance services; Direct payment from the plan Service code 23 | 500 NORTH SANTE FE VISALIA, CA 93292 | $38K |
| EDUARDO MANALO EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| FIREFIGHTERS PRINT & DESIGN EIN 68-0127137 NONE | Direct payment from the plan; Copying and duplicating; Other services Service code 36 | — | $27K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $24K |
| EXPRESS SCRIPTS NONE | Direct payment from the plan; Claims processing Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $21K |
| MANAGED CARE ASSISTANT'S INC EIN 95-4227326 NONE | Direct payment from the plan; Other services; Consulting (general) Service code 16 | — | $18K |
| BANK OF AMERICA NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | 101 SOUTH TRYON STREET CHARLOTTE, NC 29210 | $17K |
| MATTSON RESOURCES, LLC EIN 26-0369544 NONE | Other services; Direct payment from the plan Service code 49 | — | $15K |
| LEWIS BRISBOIS BISGARRD & SMITH LLP EIN 95-3720522 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| ADP EIN 13-3036745 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $12K |
| CONTINENTAL COLORCRAFT EIN 95-2637302 NONE | Other services; Direct payment from the plan Service code 49 | — | $12K |
| SAFARIAN CHOI & BOLSTAD LLP NONE | Legal; Direct payment from the plan Service code 29 | 555 S. FLOWER STREET, SUITE 650 LOS ANGELES, CA 90071 | $12K |
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 | 2,583 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,872 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,455 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,004 | $93K |
| Dental | DELTA DENTAL OF CALIFORNIA | 4 | $1K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 860 | $213K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 731 | $401K |
| Long-term disability | RSLI | 950 | $319K |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 860 | $331K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,004 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.