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 8 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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $744K |
| RAEL & LETSON EIN 94-1701048 NONE | Consulting (general) Service code 16 | — | $91K |
| HILL FARRER & BURRILL LLP EIN 95-2153880 NONE | Legal Service code 29 | — | $71K |
| WOHLNER KAPLON PHILLIPS YOUNG EIN 95-2699554 NONE | Legal Service code 29 | — | $59K |
| VERUS EIN 91-1320111 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $35K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| THE VIRTUOUS GROUP EIN 27-0365275 NONE | Other fees Service code 99 | — | $20K |
| ANTHEM BLUE CROSS LIFE & HEALTH INS EIN 95-4331852 NONE | Contract Administrator; Other services; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $12K |
| ALSWEET ASSOCIATES EIN 95-2766134 NONE | Accounting (including auditing) Service code 10 | — | $7K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $6K |
| UNION BANK EIN 95-1234979 NONE | Other fees Service code 99 | — | $6K |
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 | 2,250 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 262 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 46 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,558 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 3,173 | $15.9M |
| Dental | DELTA DENTAL OF CALIFORNIA | 1,638 | $2.3M |
| Vision(2 contracts, 2 carriers) | VISION SERVICE PLAN | 1,627 | $351K |
| Life insurance(2 contracts, 2 carriers) | THE UNION LABOR LIFE INSURANCE CO. | 1,822 | $166K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE | 399 | $346K |
| Other | THE UNION LABOR LIFE INSURANCE CO. | 1,822 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,173 | — |
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.