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 10 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 1 broker row. $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 |
|---|---|---|---|
| OPERATING ENGINEERS FUNDS, INC. EIN 95-2694167 ADMIN. REIMB. | Plan Administrator Service code 14 | — | $13.8M |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Float revenue; Other services; Claims processing Service code 12 | — | $2.0M |
| LAQUER URBAN CLIFFORD & HODGE LLP EIN 95-4047729 NONE | Legal Service code 29 | — | $506K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management Service code 28 | — | $357K |
| CARELON BEHAVIORAL HEALTH, INC. EIN 54-1414194 NONE | Insurance services Service code 23 | — | $226K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $184K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Direct payment from the plan; Other fees Service code 50 | — | $172K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $135K |
| THE SEGAL COMPANY (WEST ST), INC. EIN 94-1503999 NONE | Consulting (general) Service code 16 | — | $134K |
| WELLS FARGO BANK EIN 41-0449260 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $69K |
| UNION BANK EIN 94-0304288 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $69K |
| EDI HEALTH GROUP EIN 90-0117186 NONE | Direct payment from the plan; Other fees Service code 50 | — | $66K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Other services Service code 49 | — | $64K |
| LAW OFFICE OF CARROLL & SCULLY INC EIN 94-2690827 NONE | Legal Service code 29 | — | $64K |
| JACK V. TUNZI EIN 95-4826844 NONE | Consulting (general) Service code 16 | — | $62K |
| PROPEER RESOURCES, LLC EIN 35-2559074 NONE | Claims processing Service code 12 | — | $36K |
| HUTCHINSON AND BLOODGOOD LLP EIN 95-0858589 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $19K |
| JOHNNY C FUNG NONE | Accounting (including auditing) Service code 10 | 100 CORSON ST STE 100 PASADENA, CA 91103 | $19K |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $13K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $11K |
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 | 12,309 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,333 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 16,642 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 10,387 | $93.3M |
| Dental(4 contracts, 4 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 4,092 | $2.4M |
| Prescription drug | HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE | 924 | $3.0M |
| Stop-loss / reinsurancereinsurance | PAN-AMERICAN LIFE INSURANCE CO | 9,247 | $2.6M |
| Other | CARELON BEHAVIORAL HEALTH, INC. | 8,798 | $126K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,387 | — |
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.