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 2 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 1 broker row. $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 | Claims processing; Direct payment from the plan Service code 12 | — | $805K |
| DELTA DENTAL EIN 04-6143185 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $110K |
| HANNON, L. EIN 04-2145367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $79K |
| RUBINSTEIN ACTUARIAL SERVICES, LLC EIN 04-2792279 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $65K |
| MODERN ASSISTANCE PROGRAMS INC EIN 04-3014253 NONE | Direct payment from the plan; Other services Service code 49 | — | $60K |
| FEINBERG, CAMPBELL & ZACK EIN 04-2738936 NONE | Legal; Direct payment from the plan Service code 29 | — | $58K |
| RASO, C. EIN 04-2145367 EXECUTIVE DIRECTOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $58K |
| BARKER, S. EIN 04-2145367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| ERNA, P. EIN 04-2145367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| GAITA, R. EIN 04-2145367 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| SARNO, G. EIN 04-2145367 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $40K |
| MANZI & ASSOCIATES, LLC EIN 04-3508036 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $36K |
| VALLETTA, A. EIN 04-2145367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| HARVEY, K. EIN 04-2145367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| SEGAL ADVISORS INC. EIN 13-1835864 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $26K |
| SMITH, J. EIN 04-2145367 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $24K |
| DAMIGELLA, C. EIN 04-2145367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $18K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Custodial (other than securities); Custodial (securities); Soft dollars commissions Service code 18 | — | $15K |
| BEAUDRY, W. EIN 04-2145367 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $14K |
| DAVIS VISION EIN 11-3051991 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $10K |
| PETRILLO, P. EIN 04-2145367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $7K |
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 | 1,670 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 200 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,882 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMERICAN GENERAL LIFE INSURANCE COMPANY | 1,883 | $215K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF MA | 1,798 | $433K |
| Other | AMERICAN GENERAL LIFE INSURANCE COMPANY | 1,883 | $215K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,883 | — |
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."
No prospect flags tripped on this filing.