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 45 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; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing Service code 12 | — | $1.3M |
| EPLAN EIN 20-3720767 NONE | Consulting (general); Direct payment from the plan; Claims processing Service code 12 | — | $945K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $509K |
| KEYSTONE NATIONAL GROUP EIN 20-5150678 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $504K |
| CBRE GLOBAL INVESTORS EIN 95-4752098 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $382K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $342K |
| CITYSCAPE IT PROS EIN 46-1791445 NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | — | $243K |
| REGINALD CYRUS EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $206K |
| CAROL MOORE EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $179K |
| BASYS, INC. EIN 52-1796473 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Other commissions Service code 10 | — | $179K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $174K |
| JOSE MORALES EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $159K |
| DEBBIE LINK EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $144K |
| MARTINA MOJICA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $142K |
| DANIELLA MARTINEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $122K |
| PACIFIC INVESTMENTS EIN 77-0583390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $120K |
| NATALIE VASQUEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| MISTY LOPEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $114K |
| MELANIE TALSMA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| DEBBIE MARTINI EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $109K |
| FRANK TIMPANI EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $107K |
| DANA TENEYCK EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| DEBBIE NUNEZ EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $101K |
| YADIRA CARABANTE EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $100K |
| YVONNE SAUNDERS EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| ANA CRUZ EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $97K |
| MICHAEL SEEGMILLER EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $96K |
| DONNA BEHAN EIN 95-3846186 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $91K |
| MINA CARRANZA EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $90K |
| LUIS CISNEROS EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $89K |
| JESSIE MALDONADO EIN 95-3846191 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $87K |
| BASYS INC | Other commissions Service code 55 | — | $86K |
| MARK GAZMIN EIN 95-3846188 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $86K |
| 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 | $81K |
| SONYA GUERRERO EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $67K |
| EXPRESS SCRIPTS EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $66K |
| DALANA YOUNG EIN 95-3846186 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| POLOMA PUBLIC AFFAIRS EIN 83-0883342 NONE | Other services; Direct payment from the plan Service code 49 | — | $62K |
| LEIA MASHAKA CONSULTING NONE | Consulting (general); Direct payment from the plan Service code 16 | 9045 IRON CACTUS AVE LAS VEGAS, NV 89148 | $55K |
| CONSIDINE & ASSOCIATES, INC NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | 25401 CABOT RD 200 LAGUNA HILLS, CA 92595 | $52K |
| FAIR HEALTH INC EIN 90-0524293 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $28K |
| PROPHARMA PHARMACEUTICAL EIN 95-4081972 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $23K |
| DON LASSIG EIN 95-3846186 TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $15K |
| ADP EIN 13-3036745 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $13K |
| LEWIS BRISBOIS BISGARRD & SMITH LLP EIN 95-3720522 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
| BRYCE HERNSDORF IVR SYSTEM NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services Service code 15 | 9 WOLCOTT DRIVE GRANBY, CT 06035 | $9K |
| XAVIER CAMPOS EIN 95-3846186 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $9K |
| JOHN BISHOP EIN 95-3846186 TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $9K |
| ORACLE AMERICA INC EIN 94-2805249 NONE | Direct payment from the plan; Other services; Consulting (general) Service code 16 | — | $7K |
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 | 2,918 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,259 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,177 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 614 | $1.6M |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 614 | $1.5M |
| Long-term disability | RSLI | 1,540 | $605K |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 602 | $244K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,540 | — |
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.