Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthHMO | HealthHMO | |
RxHealthVisionHMO | RxHealthVisionHMO | |
HealthDentalVisionHMO | HealthDentalVisionHMO | |
Other | Other | |
DentalHMO | DentalHMO | |
DentalHMO | DentalHMO | |
Dental | Dental |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 13 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 8,550 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,921 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,471 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 3,754 | $44.8M |
| Dental(5 contracts, 4 carriers) | HEALTH NET | 307 | $1.0M |
| Vision(2 contracts, 2 carriers) | HEALTH NET | 96 | $1.4M |
| Prescription drug(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 1,964 | $6.9M |
| Other | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 23,487 | $208K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,487 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EVERSIDE HEALTH, LLC EIN 83-0674262 NONE | Other services; Direct payment from the plan Service code 49 | — | $14.8M |
| IRONWORKERS EMPLOYEES' BENEFIT CORP EIN 95-3084599 ADMIN ORGANIZATION | Contract Administrator; Direct payment from the plan Service code 13 | — | $3.7M |
| ANTHEM BLUE CROSS LIFE & HEALTH EIN 95-4331852 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan Service code 12 | — | $2.6M |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $536K |
| OPTUM RX INC. EIN 33-0441200 PHARMACY BENEFIT MGMT | Other fees; Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $290K |
| KRAW LAW GROUP, APC EIN 32-0465891 NONE | Legal; Direct payment from the plan; Other fees Service code 29 | — | $229K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Actuarial; Direct payment from the plan; Consulting (pension) Service code 11 | — | $200K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $178K |
| LOGICALIS, INC. EIN 13-4000122 NONE | Direct payment from the plan; Other services Service code 49 | — | $92K |
| TOP TIER RESOURCES, INC. EIN 82-2957919 NONE | Direct payment from the plan; Consulting (general); Other services Service code 16 | — | $78K |
| IRON MOUNTAIN INC. EIN 04-3038590 NONE | Other services; Direct payment from the plan Service code 49 | — | $58K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $56K |
| LEVEL 3 FINANCING, INC. EIN 47-0735805 NONE | Other services; Direct payment from the plan Service code 49 | — | $46K |
| OPTUM RX, INC. | Other fees; Float revenue Service code 62 | — | $41K |
| ROTH STAFFING COMPANIES LP EIN 33-0633164 NONE | Direct payment from the plan; Other services Service code 49 | — | $39K |
| PACIFIC HEALTH ALLIANCE NONE | Direct payment from the plan; Claims processing Service code 12 | 1525 ROLLINS ROAD SUITE B BURLINGAME, CA 94010 | $34K |
| MARSH MCLENNAN COMPANIES, INC EIN 36-2668272 NONE | Insurance brokerage commissions and fees Service code 53 | — | $22K |
| NTH GENERATION COMPUTING, INC NONE | Other services; Direct payment from the plan Service code 49 | 17055 CAMINO SAN BERNARDO SAN DIEGO, CA 92127 | $20K |
| RVK, INC. EIN 93-0910652 NONE | Investment advisory (plan); Consulting (general); Direct payment from the plan Service code 16 | — | $6K |
| HOUSE OF PRINTING INC. EIN 95-2234833 NONE | Participant communication; Direct payment from the plan Service code 38 | — | $5K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
10 filings · 2016 to 2025