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 3 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 2 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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 04-1045815 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $1.8M |
| MODERN ASSISTANCE EIN 04-3014253 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $1.3M |
| EMPIRIX EIN 47-1226691 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $473K |
| EMPLOYEE F EIN 04-2088633 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $189K |
| PAYD HEALTH EIN 84-2853707 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $180K |
| BRIDGEWAY TECHNOLOGIES EIN 82-3315217 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $161K |
| EMPLOYEE C EIN 04-2088633 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| EMPLOYEE E EIN 04-2088633 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $87K |
| LOOMIS SAYLES & CO. NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | ONE FINANCIAL CENTER BOSTON, MA 02111 | $85K |
| EMPLOYEE B EIN 04-2088633 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| EMPLOYEE G EIN 04-2088633 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| INTERCONTINENTAL REAL ESTATE EIN 04-3613055 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $58K |
| BUCK CONSULTANTS EIN 13-2655989 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $57K |
| EMPLOYEE D EIN 04-2088633 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| MANZI & ASSOCIATES EIN 04-3508036 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $41K |
| SAVON NONE | Direct payment from the plan; Claims processing Service code 12 | 40 LA RIVIERE ST 310 BUFFALO, NY 14202 | $38K |
| CALIBRE CPA GROUP EIN 36-2131790 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $33K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $30K |
| SEGAL, ROITMAN EIN 13-2646110 NONE | Legal; Direct payment from the plan Service code 29 | — | $22K |
| CBIZ SAVITZ EIN 31-1582098 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $22K |
| BOLTON PARTNERS EIN 52-1231144 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $20K |
| EMPLOYEE A EIN 04-2088633 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $20K |
| SEGAL CONSULTING EIN 68-0599971 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $13K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $9K |
| KRAKOW, SOURIS AND LANDRY EIN 04-3363718 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| COMERICA NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 1717 MAIN STREET DALLAS, TX 75201 | $7K |
| VASION EIN 87-0682952 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
| COMPUDAT SYSTEMS EIN 36-2877892 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $5K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| BAIRD ADVISORS EIN 39-6037917 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| BNY MELLON EIN 25-6078093 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
| EATON VANCE EIN 04-2718214 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
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 | 2,084 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 561 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,645 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 2,133 | $242K |
| Prescription drug | BLUE CROSS BLUE SHIELD | 0 | $1.9M |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD | 299 | $193K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 2,133 | $242K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,133 | — |
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.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.