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 4 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 62 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 | Direct payment from the plan; Claims processing; Consulting (general) Service code 12 | — | $1.2M |
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $1.2M |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $713K |
| CBRE GLOBAL INVESTORS EIN 95-4752098 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $409K |
| KEYSTONE NATIONAL GROUP EIN 20-5150678 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $343K |
| BASYS, INC. EIN 52-1796473 NONE | Other services; Other commissions; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $248K |
| CITYSCAPE IT PROS EIN 46-1791445 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $203K |
| REGINALD CYRUS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $157K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $144K |
| CAROL MOORE EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $142K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $133K |
| PACIFIC INVESTMENTS EIN 77-0583390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $120K |
| DEBBIE LINK EIN 95-3846189 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $101K |
| MARTINA MOJICA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $95K |
| PRECISION DOCUMENT IMAGING EIN 30-0162043 NONE | Other services; Direct payment from the plan Service code 49 | — | $84K |
| DANA TENEYCK EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| NATALIE VASQUEZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $71K |
| MERCER HUMAN RESOURCE NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | 17901 VON KARMAN AVENUE, SUITE 1100 IRVINE, CA 92614 | $71K |
| JOSE MORALES EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $70K |
| DEBBIE MARTINI EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| MELANIE TALSMA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| YVONNE SAUNDERS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| GLORIA AVITIA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| FRANK TIMPANI EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| MISTY LOPEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| DALANA YOUNG EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| POLOMA PUBLIC AFFAIRS EIN 83-0883342 NONE | Direct payment from the plan; Other services Service code 49 | — | $63K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $62K |
| MINA CARRANZA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $62K |
| SONIA GUERRERO EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| MARK BINNS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| MARK GAZMIN EIN 95-3846188 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| DONNA BEHAN EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| CONSIDINE & ASSOCIATES, INC NONE | Direct payment from the plan; Other services; Consulting (general) Service code 16 | 25401 CABOT RD 200 LAGUNA HILLS, CA 92653 | $57K |
| JESSIE MALDONADO EIN 95-3846191 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| ALMA DIAZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| DEBBIE NUNEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| ANADALLAS BIZZELL EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| LEIA MASHAKA CONSULTING NONE | Direct payment from the plan; Consulting (general) Service code 16 | 9045 IRON CACTUS AVE LAS VEGAS, NV 89148 | $49K |
| DANIELLA MARTINEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| CAROLINE RYAN EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| PROPHARMA PHARMACEUTICAL EIN 95-4081972 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $41K |
| ANA CRUZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| EXPRESS SCRIPTS NONE | Claims processing; Direct payment from the plan Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $27K |
| CYBERCODERS INC EIN 33-0916502 NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | — | $26K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $26K |
| BANK OF AMERICA NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | 101 SOUTH TRYON STREET CHARLOTTE, NC 29210 | $22K |
| DON LASSIG EIN 95-3846186 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $21K |
| SUTTON HAGUE LAW CORPORATION EIN 46-5498685 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| ADP EIN 13-3036745 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $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 | 2,857 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,111 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,968 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 689 | $2.4M |
| Long-term disability | RSLI | 1,332 | $475K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 684 | $230K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,332 | — |
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."
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.