See 3 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC EIN 52-1590516 NONE | Claims processing; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $419K |
| ANTHEM HEALTH PLANS INC EIN 06-1475928 NONE | Other services; Insurance agents and brokers; Other commissions; Claims processing; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue Service code 12 | — | $326K |
| ANCHOR CAPITAL ADVISORS EIN 20-4669888 NONE | Investment management Service code 28 | — | $110K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $101K |
| R.M. CHEVERIE & ASSOCIATES EIN 06-1335139 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| ZELIS CLAIMS INTEGRITY INC NONE | Contract Administrator; Direct payment from the plan Service code 13 | 2 CROSSROADS DR BEDMINISTER, NJ 07921 | $69K |
| SAV-RX EIN 47-0527013 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $60K |
| SEGAL COMPANY EIN 13-1928058 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $55K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $42K |
| ALICARE EIN 13-3860528 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $39K |
| EMPLOYEE EIN 06-0683942 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| ADLER POLLOCK & SHEEHNAN, PC EIN 05-0343749 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| LOWER HUDSON VALLEY EAP NONE | Direct payment from the plan; Other fees Service code 50 | 3505 HILL BLVD, SUITE A YORKTOWN HTS., NY 10598 | $7K |
| DAVIS VISION EIN 11-3051991 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $5K |
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 | 886 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 169 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,055 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 984 | $165K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 931 | $296K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 984 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 984 | — |
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.