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 |
|---|---|---|---|
| TRI STATE JOINT FUND EIN 06-0850110 AFFILIATED ORGANIZATION | Direct payment from the plan; Accounting (including auditing); Plan Administrator Service code 10 | — | $940K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 06-1475928 NONE | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Contract Administrator Service code 12 | — | $606K |
| CLAIMS PROCESSOR EIN 06-0689974 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $187K |
| FUND MANAGER EIN 06-0689974 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $101K |
| MED CARE MANAGEMENT INC EIN 88-0429522 NONE | Other fees; Other services Service code 49 | — | $95K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 NONE | Other fees; Investment management fees paid directly by plan; Securities brokerage; Other services; Investment advisory (plan); Other investment fees and expenses Service code 27 | — | $93K |
| HMC HEALTHWORKS INC EIN 75-3189468 NONE | Other fees; Other services Service code 49 | — | $65K |
| PREFERRED NETWORK ACCESS EIN 36-4018433 NONE | Other services; Other fees Service code 49 | — | $27K |
| ALLEGIANT RX EIN 02-6015031 NONE | Other fees; Consulting (general); Contract Administrator Service code 13 | 51 GOFFSTOWN ROAD MANCHESTER, NH 03102 | $27K |
| ALLIANCE BERNSTEIN NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 501 COMMERCE STREET NASHVILLE, TN 37203 | $22K |
| OPTUM RX EIN 33-0441200 NONE | Other services; Other fees; Claims processing Service code 12 | — | $21K |
| EARNEST PARTNERS LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1180 PEACHTREE STREET ATLANTA, GA 30309 | $21K |
| INVESCO MANAGED ACCOUNTS LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 225 LIBERTY STREET NEW YORK, NY 10281 | $16K |
| FOREST HARVEY EIN 06-0689974 EMPLOYER TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $15K |
| GREAT LAKES ADVISORS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 231 SOUTH LASALLE STREET CHICAGO, IL 60604 | $13K |
| DAVIS VISION EIN 11-3051991 NONE | Other services; Other fees Service code 49 | — | $11K |
| EDWIN ROONEY EIN 06-0689974 UNION TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $8K |
| BOYD WATTERSON ASSET MGMT LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $7K |
| GEORGE WEISENDANGER EIN 06-0689974 EMPLOYER TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
| ROBERT DIGIROLAMO EIN 06-0689974 UNION TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
| MPL LLC EIN 06-1537302 NONE | Other commissions; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $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 | 2,126 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 88 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 862 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,076 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 2,138 | $191K |
| Other | ANTHEM LIFE INSURANCE COMPANY | 2,138 | $191K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,138 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.