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 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 |
|---|---|---|---|
| CHRISTOPHER BROUSAIDES EIN 04-6049991 NONE | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $26K |
| THE SAVITZ ORGANIZATION EIN 26-1371674 NONE | Actuarial Service code 11 | 1845 WALNUT STREET PHILADELPHIA, PA 19103 | $20K |
| MARY KEOHAN EIN 04-6049991 NONE | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $15K |
| KRAKOW & SOURIS LLC EIN 04-3363718 NONE | Legal Service code 29 | 225 FRIEND STREET BOSTON, MA 02114 | $14K |
| CAMPBELL DEVASTO & ASSOCIATES CPA EIN 04-2779892 NONE | Accounting (including auditing) Service code 10 | 175 DERBY STREET UNIT 2 HINGHAM, MA 02043 | $14K |
| ISSI EIN 23-2182079 NONE | Other fees Service code 99 | TWO EXECUTIVE CAMPUS 400 CHERRY HILL, NJ 08002 | $13K |
| PAULA AYLWARD EIN 04-6049991 NONE | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $13K |
| JAMIE BEARS EIN 04-6049991 NONE | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $12K |
| GAIL MILLS EIN 04-6049991 NONE | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $11K |
| BOSTON TRUST INVESTMENT MGMT COMPAN EIN 04-2273811 NONE | Trustee (discretionary); Investment management; Investment management fees paid directly by plan; Trustee (directed); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Custodial (securities) Service code 19 | 1 BEACON STREET BOSTON, MA 02108 | $4K |
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 | 166 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 54 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 220 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HARVARD PILGRIM HEALTH CARE | 447 | $2.1M |
| Dental | ALTUS DENTAL INSURANCE COMPANY, INC. | 456 | $124K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 245 | $12K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 245 | $12K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 456 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.