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 | — | $444K |
| ANTHEM HEALTH PLANS INC EIN 06-1475928 NONE | Claims processing; Insurance brokerage commissions and fees; Other commissions; Insurance agents and brokers; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $313K |
| ANCHOR CAPITAL ADVISORS EIN 20-4669888 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $246K |
| R.M. CHEVERIE & ASSOCIATES EIN 06-1335139 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $61K |
| SAV-RX EIN 47-0527013 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $59K |
| SEGAL COMPANY EIN 13-1928058 NONE | Direct payment from the plan Service code 50 | — | $38K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $38K |
| ZELIS CLAIMS INTEGRITY INC EIN 86-1040704 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $36K |
| AMALGAMATED MEDICAL CARE MANAGEMENT EIN 13-3860528 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $35K |
| LOWER HUDSON VALLEY EAP EIN 13-3240307 NONE | Direct payment from the plan; Other fees Service code 50 | — | $26K |
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 | 766 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 30 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 796 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 869 | $152K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 865 | $332K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 869 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 869 | — |
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."
No prospect flags tripped on this filing.