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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
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 | |
HealthLife | HealthLife | |
Life | Life | |
DentalHMO | DentalHMO | |
Other | Other | |
Health | Health | |
Other | Other |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 9 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 | 13,986 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,687 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 15,673 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 9,461 | $215.4M |
| Dental | LIBERTY DENTAL OF CALIFORNIA, INC | 10,652 | $1.2M |
| Life insurance(2 contracts, 2 carriers) | UNITED AMERICAN INSURANCE COMPANY | 9,336 | $1.9M |
| Other(2 contracts, 2 carriers) | APS HEALTHCARE, INC. HEALTH MANAGEMENT CENTER | 4,966 | $285K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,652 | - |
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 |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0680697 NONE | Contract Administrator; Accounting (including auditing) Service code 10 | 225 SOUTH LAKE AVENUE SUITE 1200 PASADENA, CA 91101 | $7.9M |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | 3080 BRISTOL STREET STE 200 COSTA MESA, CA 92626 | $423K |
| LIBERTY DENTAL PLAN OF CALIFORNIA EIN 33-0979956 NONE | Contract Administrator Service code 13 | 340 COMMERCE STE 100 IRVINE, CA 92602 | $363K |
| SOUTHWEST MONEY MANAGEMENT, INC EIN 95-6055492 NONE | Investment advisory (plan) Service code 27 | 6978 EMERALD SPRINGS LANE LA VEGAS, NV 89113 | $225K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $159K |
| A.F. BUBENAS & COMPANY EIN 95-2368103 NONE | Consulting (general) Service code 16 | 20955 PATHFINDER ROAD SUITE 100 DIAMOND BAR, CA 91765 | $151K |
| UNION BANK EIN 94-0304228 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 445 SOUTH FIGUEROA STREET 2ND FL LOS ANGELES, CA 90071 | $70K |
| DAVID BRODY & CO. EIN 95-4778275 NONE | Accounting (including auditing); Other services Service code 10 | 17785 CENTER COURT DRIVE SUITE 680 CERRITOS, CA 90703 | $62K |
| WESTCOAST MAILERS EIN 41-2039938 NONE | Copying and duplicating Service code 36 | 5630 BORWICK AVE SOUTH GATE, CA 90280 | $60K |
| AJ LONGO EIN 35-2607925 NONE | Insurance agents and brokers Service code 22 | 253 N LAKE AVE PASADENA, CA 91101 | $53K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Legal Service code 29 | 17777 CENTER COURT DRIVE N STE 613 CERRITOS, CA 90703 | $42K |
| BEHAR PUBLIC RELATIONS EIN 95-3892250 NONE | Copying and duplicating Service code 36 | 12048 SULPHUR MOUNTAIN ROAD OJAI, CA 93023 | $39K |
| WOHLNER KAPLON CUTLER HALFORD EIN 83-2856417 NONE | Legal Service code 29 | 16501 VENTURA BLVD SUITE 304 ENCINO, CA 91436 | $33K |
| AMERICAN SPECIALTY HEALTH NETWORK EIN 33-0571188 NONE | Claims processing; Other fees Service code 12 | 10221 WATERIDGE CIRCLE SAN DIEGO, CA 92121 | $24K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | 3550 WILSHIRE BLVD SUITE 2000 LOS ANGELES, CA 90010 | $21K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Claims processing Service code 12 | 7400 WEST CAMPUS ROAD NEW ALBANY, OH 43054 | $20K |
| DIRECT CONNECTION EIN 33-0659758 NONE | Copying and duplicating Service code 36 | 1968 YEAGER AVE LA VERNE, CA 917505832 | $15K |
| MILLIMAN, INC EIN 91-0675641 NONE | Actuarial Service code 11 | 2175 NORTH CALIFORNIA BLVD STE 810 WALNUT CREEK, CA 94596 | $12K |
| BUSINESS & BANKING COURIERS EIN 95-4604774 NONE | Other services Service code 49 | 2254 RIVERSIDE DRIVE LOS ANGELES, CA 90039 | $7K |
| PENSION BENEFIT INFORMATION, LLC EIN 82-4722389 NONE | Other services Service code 49 | 333 S 7TH STREET ST 2400 MINNEAPOLIS, MN 55402 | $5K |
| SEGAL EIN 94-1503999 NONE | Other services Service code 49 | 180 HOWARD STREET STE 1100 SAN FRANCISCO, CA 94105 | $0 |
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