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.
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 |
|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS EIN 46-4942970 NONE | Contract Administrator Service code 13 | 1055 PARK VIEW DRIVE SUITE 111 COVINA, CA 91724 | $95K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial Service code 11 | 35 NORTH LAKE AVENUE SUITE 900 PASADENA, CA 91101 | $50K |
| HANEY & SHAH LLP EIN 26-4391858 NONE | Legal Service code 29 | 1055 WEST 7TH STREET SUITE 1950 LOS ANGELES, CA 90017 | $43K |
| DAVID BRODY & CO EIN 95-4778275 NONE | Accounting (including auditing) Service code 10 | 17785 CENTER COURT DRIVE SUITE 680 CERRITOS, CA 90703 | $23K |
| CITIZENS BUSINESS BANK EIN 95-6806148 NONE | Investment management Service code 28 | 701 N HAVEN AVENUE ONTARIO, CA 91764 | $19K |
| EIDE BAILLY LLP EIN 95-6975448 NONE | Accounting (including auditing) Service code 10 | 4040 CAMPBELL AVE STE 200 MENLO PARK, CA 94025 | $11K |
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 | 223 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 223 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN | 0 | $4.1M |
| Dental | LIBERTY DENTAL PLAN OF CALIFORNIA | 0 | $56K |
| Vision | VISION SERVICE PLAN | 0 | $6K |
| Life insurance | THE HARTFORD | 0 | $7K |
| Other | THE HARTFORD | 0 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.