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 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 |
|---|---|---|---|
| BOSTON BENEFIT PARTNERS EIN 04-3422351 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $145K |
| BRIDGEWAY BENEFIT TECHNOLOGIES NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3000 SOUTH LENOLA ROAD MAPLE SHADE, NJ 08052 | $95K |
| EMPLOYEE D EIN 04-1149051 EMPLOYEE | Employee (plan) Service code 30 | — | $85K |
| SEI EIN 23-1707341 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $71K |
| MANZI & ASSOCIATES EIN 04-3508036 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $68K |
| ROBERT CHEVERIE EIN 06-1335139 NONE | Legal; Direct payment from the plan Service code 29 | — | $58K |
| EMPLOYEE E EIN 04-1149051 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| MODERN ASSISTANCE EIN 04-3014253 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $52K |
| CBIZ EIN 31-1582098 NONE | Actuarial; Consulting fees; Direct payment from the plan; Consulting (general) Service code 11 | — | $36K |
| EMPLOYEE A EIN 04-1149051 EMPLOYEE | Employee (plan) Service code 30 | — | $35K |
| EMPLOYEE C EIN 04-1149051 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| PRINTING UNLIMITED NONE | Other services; Direct payment from the plan Service code 49 | 63 PLYMOUTH ST HOLBROOK, MA 02343 | $12K |
| DOCUFREE CORPORATION NONE | Direct payment from the plan; Other services Service code 49 | 1775 FOUNDERS PKWY ALPHARETTA, GA 30009 | $11K |
| DAVIS VISION EIN 11-3051991 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $7K |
| EMPLOYEE B EIN 04-1149051 EMPLOYEE | Employee (plan) Service code 30 | — | $6K |
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 | 1,521 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 475 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,996 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ALTUS DENTAL INSURANCE COMPANY, INC. | 3,624 | $0 |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,757 | $202K |
| Prescription drug | EXPRESS SCRIPTS, INC. | 422 | $902K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,757 | $202K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,624 | — |
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."
The primary broker changed. The plan may take a second-look pitch.
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.