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 4 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 3 broker rows. $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 |
|---|---|---|---|
| GRANTHAM, MAYO, VANOTTERLOO & CO. EIN 04-2691242 NONE | Investment management Service code 28 | — | $104K |
| SOUTHEASTERN ASSET MANAGEMENT EIN 62-0951781 NONE | Investment management Service code 28 | — | $89K |
| IRONBRIDGE CAPITAL MANAGEMENT EIN 36-4255832 NONE | Investment management Service code 28 | — | $85K |
| WESTERN ASSET MANAGEMENT EIN 95-2705767 NONE | Investment management Service code 28 | — | $70K |
| ARROWSTREET CAPITAL, LIMITED EIN 04-3472863 NONE | Investment management Service code 28 | — | $52K |
| MONDRIAN INVESTMENT GROUP EIN 56-2475915 NONE | Investment management Service code 28 | — | $38K |
| RANGER INVESTMENT MANAGEMENT EIN 02-0661004 NONE | Investment management Service code 28 | — | $36K |
| SASCO CAPITAL INC. EIN 06-1149365 NONE | Investment management Service code 28 | — | $26K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | — | $25K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities); Custodial (other than securities) Service code 18 | — | $24K |
| AON HEWITT EIN 36-2235791 NONE | Actuarial Service code 11 | — | $17K |
| SSGA MSCI ACWI EX USA NON EIN 80-6103053 NONE | Investment management Service code 28 | — | $17K |
| SSGA S&P 500 INDEX NON-LENDING EIN 04-6625099 NONE | Investment management Service code 28 | — | $13K |
| AON HEWITT INVESTMENT CONSULTING EIN 36-3109431 NONE | Consulting (general) Service code 16 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,239 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,239 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | 531 | $2.3M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | 188 | $909K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,604 | $830K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,604 | $830K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,604 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.