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 48 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 |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Other services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $1.4M |
| EPLAN EIN 20-3720767 NONE | Consulting (general); Direct payment from the plan; Claims processing Service code 12 | — | $862K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $706K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $468K |
| CBRE GLOBAL INVESTORS EIN 95-4752098 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $384K |
| KEYSTONE NATIONAL GROUP EIN 20-5150678 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $333K |
| CITYSCAPE IT PROS EIN 46-1791445 NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | — | $267K |
| PACIFIC INVESTMENTS EIN 77-0583390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $200K |
| BASYS, INC. EIN 52-1796473 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Other commissions; Direct payment from the plan Service code 10 | — | $191K |
| REGINALD CYRUS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $168K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $162K |
| CAROL MOORE EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| DEBBIE LINK EIN 95-3846189 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| BASYS INC | Other commissions Service code 55 | — | $101K |
| JOSE MORALES EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $96K |
| MARTINA MOJICA EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| GLORIA AVITIA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| DANA TENEYCK EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| MELANIE TALSMA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| MINA CARRANZA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| NATALIE VASQUEZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $74K |
| FRANK TIMPANI EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| DANIELLA MARTINEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| MERCER HUMAN RESOURCE NONE | Direct payment from the plan; Other services; Consulting (general) Service code 16 | 17901 VON KARMAN AVENUE SUITE 1100 IRVINE, CA 92614 | $71K |
| CAROLINE RYAN EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $70K |
| YVONNE SAUNDERS EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| MISTY LOPEZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| DEBBIE MARTINI EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| DALANA YOUNG EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| POLOMA PUBLIC AFFAIRS EIN 83-0883342 NONE | Other services; Direct payment from the plan Service code 49 | — | $62K |
| PRECISION DOCUMENT IMAGING EIN 30-0162043 NONE | Direct payment from the plan; Other services Service code 49 | — | $60K |
| MARK BINNS EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $60K |
| DONNA BEHAN EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| SONIA GUERRERO EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| JESSIE MALDONADO EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| MARK GAZMIN EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| ALMA DIAZ EIN 95-3846186 NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | — | $53K |
| CONSIDINE & ASSOCIATES, INC NONE | Direct payment from the plan; Consulting (general); Other services Service code 16 | 25401 CABOT RD 200 LAGUNA HILLS, CA 92595 | $53K |
| ANADALLAS BIZZELL EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| LEIA MASHAKA CONSULTING NONE | Consulting (general); Direct payment from the plan Service code 16 | 9045 IRON CACTUS AVE LAS VEGAS, NV 89148 | $49K |
| ANA CRUZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $41K |
| EXPRESS SCRIPTS NONE | Direct payment from the plan; Claims processing Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $34K |
| J. NIDOME EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| PROPHARMA PHARMACEUTICAL EIN 95-4081972 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $29K |
| MARVIN PAULL NONE | Direct payment from the plan; Actuarial Service code 11 | CLINTON KEITH ROAD, 114-241 WILDOMAR, CA 92595 | $29K |
| BANK OF AMERICA NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | 101 SOUTH TRYON STREET CHARLOTTE, NC 28202 | $28K |
| L. EBREO EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $27K |
| FAIR HEALTH INC EIN 90-0524293 TRUSTEE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $27K |
| DON LASSIG EIN 95-3846186 NONE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $21K |
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 | 2,925 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,158 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,083 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 634 | $2.0M |
| Long-term disability | RSLI | 1,513 | $573K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 634 | $276K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,513 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.