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 1 contract row 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 |
|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. EIN 52-0556948 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $219K |
| CENTRAL DATA SERVICES EIN 25-1352803 NONE | Contract Administrator Service code 13 | — | $144K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial Service code 11 | — | $44K |
| PNC INSTITUTIONAL INVESTMENTS EIN 22-1146430 NONE | Investment management; Custodial (securities) Service code 19 | — | $28K |
| MCELHANEY & ASSOCIATES, LLC EIN 38-3806684 NONE | Accounting (including auditing) Service code 10 | — | $25K |
| FUSCO GALLAGHER PORCARO MONRO LLP EIN 20-0467468 NONE | Legal Service code 29 | — | $14K |
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 | 379 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,930 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 276 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,585 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.