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 1 contract row 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 | — | $3.3M |
| ASMED HEALTH LLC EIN 27-1489010 NONE | Direct payment from the plan; Other services Service code 49 | — | $1.5M |
| DELTA DENTAL OF MASSACHUSETTS EIN 04-6143185 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $423K |
| LOOMIS SAYLES EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $414K |
| MODERN ASSISTANCE EIN 04-3014253 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $382K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796478 NONE | Other fees; Direct payment from the plan Service code 50 | — | $378K |
| EMPLOYEE A EIN 04-6063733 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $334K |
| ZENITH AMERICAN SOLUTIONS INC EIN 52-1590516 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $252K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $213K |
| EMPLOYEE B EIN 04-6063733 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $168K |
| EMPLOYEE H EIN 04-6063733 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $139K |
| EMPLOYEE M EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| ICORPS TECHNOLOGIES EIN 04-3322710 NONE | Direct payment from the plan; Other services Service code 49 | — | $109K |
| EMPLOYEE F EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| NOVAK FRANCELLA,LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $95K |
| EMPLOYEE C EIN 04-6063733 EMPLOYEE | Plan Administrator; Direct payment from the plan Service code 14 | — | $90K |
| EMPLOYEE O EIN 04-6063733 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| EMPLOYEE J EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $81K |
| EMPLOYEE K EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $78K |
| STATE STREET BANK & TRUST EIN 04-1867445 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $76K |
| EMPLOYEE G EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| KRAKOW & SOURIS LLC EIN 04-3363718 NONE | Legal; Direct payment from the plan Service code 29 | — | $75K |
| EMPLOYEE E EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| EMPLOYEE I EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| AFL-CIO HOUSING INVESTMENT TRUST EIN 52-6220193 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $69K |
| EMPLOYEE D EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $68K |
| EMPLOYEE P EIN 04-6063733 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| IRON MOUNTAIN RECORDS MANAGEMENT EIN 04-3038590 NONE | Direct payment from the plan; Other services Service code 49 | — | $61K |
| EMPLOYEE Q EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| JEREMY RITZENBERG LLC EIN 99-0696141 NONE | Legal; Direct payment from the plan Service code 29 | — | $54K |
| CBIZ EIN 31-1582098 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $47K |
| MANZI & ASSOCIATES LLC EIN 04-3508036 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $44K |
| EMPLOYEE N EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| CAREMARK RX, INC. EIN 95-3382344 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $35K |
| LAW OFFICE OF KATHRYN S. SHEA EIN 86-2611553 NONE | Legal; Direct payment from the plan Service code 29 | — | $33K |
| EMPLOYEE L EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $31K |
| EMPLOYEE T EIN 04-6063733 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| ROBERT HALF EIN 94-1648752 NONE | Direct payment from the plan; Other services Service code 49 | — | $30K |
| EMPLOYEE R EIN 04-6063733 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| EMPLOYEE S EIN 04-6063733 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $25K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $24K |
| PAYCHEX EIN 16-1124166 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $23K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $22K |
| BOLTON PARTNERS EIN 52-1231144 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
| NAN THE NURSE, LLC EIN 85-1049491 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $11K |
| DONNEGAN SYSTEMS INC EIN 04-2590501 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| MURPHY & KING, PC EIN 04-2746459 NONE | Legal; Direct payment from the plan Service code 29 | — | $9K |
| NASDAQ CORPORATE SOLUTIONS LLC EIN 46-2577267 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $7K |
| NEW TOWER TRUST COMPANY EIN 30-0872552 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
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 | 6,308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,256 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,564 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 5,745 | $505K |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 5,745 | $505K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,745 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.