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 6 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 |
|---|---|---|---|
| GAIL MILLS EIN 04-6049991 PLAN ADMINISTRATOR | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $38K |
| BOSTON TRUST WALDEN COMPANY EIN 04-2273811 NONE | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Direct payment from the plan; Custodial (securities); Investment management; Trustee (directed); Investment management fees paid directly by plan Service code 19 | 1 BEACON STREET BOSTON, MA 02108 | $28K |
| CAMPBELL DEVASTO & ASSOCIATES CPA EIN 04-2779892 NONE | Accounting (including auditing) Service code 10 | 175 DERBY STREET UNIT 2 HINGHAM, MA 02043 | $26K |
| CBIZ SAVITZ EIN 26-1371674 NONE | Actuarial Service code 11 | 1845 WALNUT STREET PHILADELPHIA, PA 19103 | $23K |
| AIMEE LINCOLN EIN 04-6049991 ASSISTANT ADMINISTRATOR | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $23K |
| VICTORIA GRIGNON EIN 04-6049991 ADMINISTRATIVE ASSISTANT | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02124 | $23K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 23-2182079 NONE | Other fees Service code 99 | TWO EXECUTIVE CAMPUS 400 CHERRY HILL, NJ 08002 | $21K |
| KRAKOW & SOURIS LLC EIN 04-3363718 NONE | Legal Service code 29 | 225 FRIEND STREET BOSTON, MA 02114 | $18K |
| LAUREN BLUNDELL EIN 04-6049991 ADMINISTRATIVE ASSISTANT | Employee (plan) Service code 30 | 7 FREDERIKA STREET BOSTON, MA 02108 | $15K |
| MODERN ASSISTANCE EIN 04-3014253 N/A | Direct payment from the plan; Consulting (general) Service code 16 | 300 CONGRESS ST. STE 104 QUINCY, MA 02169 | $11K |
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 | 232 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 56 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 288 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ALTUS DENTAL INSURANCE COMPANY, INC. | 540 | $207K |
| Vision | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | 542 | $29K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 322 | $19K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 322 | $19K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | 238 | $585K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 542 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.