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 7 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 37 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 |
|---|---|---|---|
| CORESOURCE INC EIN 35-1846036 NONE | Other services; Plan Administrator; Claims processing Service code 12 | 5200 SEVENTY-SEVEN CENTER DR 400 CHARLOTTE, NC 28217 | $90K |
| DIGITAL INSURANCE INC EIN 58-2522668 NONE | Insurance agents and brokers; Consulting (general) Service code 16 | 200 GALLERIA PKWY STE 1950 ATLANTA, GA 30339 | $51K |
| CIGNA PPO EIN 59-1031071 NONE | Claims processing; Other services Service code 12 | 11016 RUSHMORE DR STE 300 CHARLOTTE, NC 28277 | $31K |
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 | 191 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 191 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 68 | $79K |
| Dental | TRUASSURE INSURANCE COMPANY | 331 | $113K |
| Vision | COMMUNITY EYE CARE | 198 | $32K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 201 | $120K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 68 | $79K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 96 | $55K |
| Stop-loss / reinsurancereinsurance | QBE INSURANCE | 186 | $311K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 331 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.