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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLANS, INC. EIN 95-4654044 NONE | Contract Administrator Service code 13 | — | $2.5M |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing Service code 12 | — | $1.9M |
| SEGAL CONSULTING EIN 13-1835864 NONE | Actuarial; Consulting (general) Service code 11 | — | $76K |
| WOHLNER KAPLON PHILLIPS YOUNG EIN 95-4177931 NONE | Legal Service code 29 | — | $65K |
| WEAVER C. BARKSDALE & ASSOC., INC. EIN 62-1217255 NONE | Investment advisory (plan) Service code 27 | — | $52K |
| MORGAN STANLEY EIN 26-4310632 NONE | Custodial (securities) Service code 19 | — | $50K |
| UNION BANK EIN 94-0304228 NONE | Other services Service code 49 | — | $31K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing) Service code 10 | — | $31K |
| BAHL & GAYNOR INVESTMENT COUNCIL EIN 31-1297139 NONE | Investment advisory (plan) Service code 27 | — | $22K |
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 | 31,131 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 31,131 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLANS, INC. | 5,450 | $7.5M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 4,748 | $2.3M |
| Vision | VISION SERVICES PLAN | 2,483 | $361K |
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 8,568 | $1.6M |
| Long-term disability | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 8,568 | $1.6M |
| Stop-loss / reinsurancereinsurance | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 5,563 | $1.3M |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 8,568 | $1.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,568 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.