2007 Directory of Self Funded Group Plans

Increase Your Sales — Increase Your Market Share

This database identifies the self funded market in detail and provides you with correct and current addresses, multiple contact names and titles and phone numbers. Everything you need to sell your product or service to this growing and lucrative segment of the employee benefits industry. Find customers you didn't know existed in your own sales territory. Available in print, on CD or online.

 Samples of Data (All Plan sponsors were personally called)

CALIFORNIA BOOK NO. 04
WESTERN PACIFIC SERVICE WORKERS FUND
1001 Lake Blvd.
Pacific Grove, CA 93950-4222
County: Monterey
(831)000-0000

Mr. Ralph Benson, Fund Administrator
 
Plan Name: Western Pacific Service Workers
Insurance Fund
Benefits: Health, Life, Dental, Vision
Bus. Code 722110 Plan Year End 7/31/2006
Funding Trust Eff Date 8/1/54
Active Participants 1,268 Ret-Sep Future Bens -
Ret-Sep Receiving Bens 55 Deceased -
Approx. Employees 1,214 Total Participants 1,323
 
Contributions   Benefits Paid  
Employer Contribs $5,991,795 Direct to Participants 5,265,702
Participant Contribs $92,582 To Insurance Carriers $334,354
Other Contribs 0 Other -
Non-Cash Contribs 0 Total Benefits $5,600,056
Total Contribs $6,084,377    
 
Total Income $6,142,069 Total Adm. Expenses $394,375
Total Expense $5,994,431 Total Assets $2,364,731
Net Income $147,638    
Insurance Carrier Union Labor Life Carrier Code 69744
Benefits Other (Pooled Life Insurance) Policy Year End 7/31/05
Participants 12    
Non-experience Rated Premiums $1,475    
Insurance Carrier Union Labor Life Carrier Code 69744
Benefits Stop Loss Policy Year End 7/31/05
Participants 1,054    
Non-experience Rated Premiums $221,811    
Insurance Carrier Union Labor Life Carrier Code 69744
Benefits Other (AD&D) Policy Year End 7/31/05
Participants 1,627    
Non-experience Rated Premiums $2,519    
 
Provider(s)       Fees
Zenith Administrators   Contract Administrator   $57,533
Trucker-Huss   Legal   $31,279
Ralph Benson   Other   $49,894 (salary)
Rael & Letson   Consulting   $27,947
Miller Kaplan Arase & Co LLP   Accounting   $18,700
Other administrative salaries       $13,140
Eugene Miller   Legal   $6,000
 
NOTE: This plan was collectively bargained.
ILLINOIS-CHICAGO BOOK NO. 15
PINE RIVER GROUP
200 S. Wacker Dr. Ste 1001
Chicago, IL 60606-5810 County: Cook
(312)999-9999

Mr. Fred Pryor, VP, Human Resources
Ms. Betty Kirk, Emp. Benefits Mgr
Mr. Paul Strong, CFO
 
Plan Name: Pine River Group Health program
Benefits: Health
Bus. Code 335900 Plan Year End 12/31/2005
Active Participants 3,123 Ret-Sep Future Bens 0
Ret-Sep Receiving Bens 0 Deceased 0
Approx. Employees 6,968 Total Participants 3,123
 
Contributions   Benefits Paid  
Employer Contribs $8,187,473 Direct to Participants 11,300,285
Participant Contribs $4,626,762 To Insurance Carriers $153,062
Other Contribs 0 Other 0
Non-Cash Contribs 0 Total Benefits $11,453,347
Total Contribs $12,814,235    
 
Total Income $13,051,102 Total Adm. Expenses $1,366,953
Total Expense $12,820,300 Total Assets $2,426,519
Net Income $230,802    
Insurance Carrier Healthsource NC, Inc. Carrier Code 95132
Benefits Health Policy Year End 3/31/06
Participants 25    
Non-experience Rated Premiums $45,549    
Insurance Carrier Health Plan of New York (HIP) Carrier Code 55247
Benefits Health Policy Year End 3/31/05
Participants 164    
Non-experience Rated Premiums $246,912    
Insurance Carrier John Alden Life Insurance Carrier Code 65080
Benefits Stop Loss Policy Year End 12/31/05
Participants 2,716    
Non-experience Rated Premiums $153,062    
Agent-Broker Deanwood Insurance Brokers
135 S LaSalle St., Chicago, IL 60603-4177
Commission $3,827 Fee $3,827
 
Provider(s)       Fees
United Healthcare   Contract Administrator   $1,230,704
Caremark   Medical   $17,180
MetLife   Contract Administrator   $112,495
Trustees:
The Northern Trust Company
Pine River VEBA Trust
Company names and addresses have been fictionalized.
Free Online Demo available.
Copyright © 2007 Judy Diamond Associates, Inc.