Form 5500 · Employee benefit plan · PASADENA, CA
9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT
The filing calls this plan 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE.
9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT of PASADENA, CA spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is NFP CA INSURANCE SERVICES INC. Coverage is written through BLUE CROSS OF CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-6638194 · plan 501 · plan year 2025, filed Sep 12, 2025
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229 other employer plans in California have policy years ending in February. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS OF CALIFORNIA, covers 947 people.
Reported premium across the insured contracts is $19,369,212, with $715,445 in disclosed broker commissions — about 3.7% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
NFP CA INSURANCE SERVICES INC is the broker of record on 3 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and LANDMARK HEALTHPLAN. BLUE CROSS OF CALIFORNIA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 947 | Mar 1, 2025 | $8,829,036 | $280,089 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,141 | Mar 1, 2025 | $8,095,463 | $232,846 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,495 | Mar 1, 2025 | $1,835,617 | $183,561 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 76 | Mar 1, 2025 | $569,025 | $14,942 |
| LANDMARK HEALTHPLAN | — | 396 | Mar 1, 2025 | $40,071 | $4,007 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
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Renewal calendar
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