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 5 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICE EIN 94-0360524 NONE | Claims processing Service code 12 | — | $286K |
| HORIZON ACTUARIAL SERVICE, LLC EIN 26-1370698 NONE | Actuarial Service code 11 | — | $154K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $119K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing Service code 12 | — | $90K |
| JACK WILKERSON NONE | Consulting (general); Legal Service code 16 | 3500 W ORANGEWOOD AVE ORANGE, CA 92868 | $75K |
| SEYFARTH SHAW, LLP EIN 36-2152202 NONE | Legal Service code 29 | — | $72K |
| KRISTI WAGNER EIN 95-6041105 NONE | Employee (plan) Service code 30 | — | $67K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $53K |
| WOHLNER, KAPLON, PHILLIPS ET AL EIN 95-4177931 NONE | Legal Service code 29 | — | $45K |
| GRACE KANEGAWA EIN 95-6041105 NONE | Employee (plan) Service code 30 | — | $41K |
| VSP EIN 94-1632821 NONE | Claims processing Service code 12 | — | $39K |
| ROSE PEREZ EIN 95-6041105 NONE | Employee (plan) Service code 30 | — | $31K |
| LITTLER MENDELSON EIN 94-2602731 NONE | Legal Service code 29 | — | $27K |
| CA COALITION OF EMPLOYEE BENEFIT PL EIN 80-0479742 NONE | Claims processing Service code 12 | — | $22K |
| COMERICA BANK EIN 42-1741646 NONE | Other investment fees and expenses; Other services; Custodial (securities) Service code 19 | — | $19K |
| CPI SOLUTIONS NONE | Consulting (general) Service code 16 | 5999 RIDGEVIEW ST UNIT A CAMARILLO, CA 93012 | $14K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan) Service code 27 | — | $10K |
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 | 1,257 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 573 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,830 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 1,440 | $11.2M |
| Dental | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | 1,302 | $219K |
| Vision(3 contracts, 3 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 1,802 | $11.5M |
| Prescription drug(2 contracts, 2 carriers) | CALIFORNIA PHYSICIANS' SERVICE | 1,440 | $11.2M |
| Stop-loss / reinsurancereinsurance | AIG BENEFIT SOLUTIONS | 488 | $315K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,802 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.