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Form 5500 · Employee benefit plan · FOUNTAIN VALLEY, CA

COMPASSIONATE CANCER CARE MEDICAL GROUP

The filing calls this plan COMPASSIONATE CANCER CARE MEDICAL GROUP BENEFIT PLAN.

COMPASSIONATE CANCER CARE MEDICAL GROUP of FOUNTAIN VALLEY, CA spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is CHAD CHRISTOPHER MORROW. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Policy year ends
Marchas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-3650060 · plan 501 · plan year 2024, filed Nov 5, 2024

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
106
Active at start of year
106
Active at end of year
115
Disclosed commissions
$24,179
Typical renewal
April 1

Benefits declared on this filing

Healthinsured — KAISER FOUNDATION HEALTH PLAN, INC.34 of 106 participants (32%) on the largest contract
Dentalinsured — PRINCIPAL LIFE INSURANCE COMPANY114 of 106 participants
Visioninsured — PRINCIPAL LIFE INSURANCE COMPANY114 of 106 participants
Lifeinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA115 of 106 participants
Disabilitynot declared on this filing

Also declared: other welfare.

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 and life; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 34 people.

Reported premium across the insured contracts is $325,523, with $24,179 in disclosed broker commissions — about 7.4% of premium.

The health contract's policy period ended in March, while at least one ancillary line's policy period ended in April. The plan is on a split renewal cycle.

CHAD CHRISTOPHER MORROW is the broker of record on 3 of the 5 contracts; the rest name a different broker or none.

5 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY and UNUM INSURANCE COMPANY. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health34Apr 1, 2024$152,449$8,505
PRINCIPAL LIFE INSURANCE COMPANYHealth, Dental, Vision114Apr 1, 2024$66,876$7,308
UNITEDHEALTHCARE INSURANCE COMPANYHealth18Apr 1, 2024$98,884$6,922
UNUM INSURANCE COMPANY—26May 1, 2024$4,452$787
UNUM LIFE INSURANCE COMPANY OF AMERICALife115May 1, 2024$2,862$657

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
COMPASSIONATE CANCER CARE MEDICAL GROUP
EIN 38-3650060

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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COMPASSIONATE CANCER CARE MEDICAL GROUP — benefits broker, carrier, renewal date · Form5500Lookup