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 3 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 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 |
|---|---|---|---|
| ANTHEM HEALTH EIN 06-1475928 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Float revenue; Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $498K |
| EMPLOYEE B EIN 06-0691728 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $191K |
| EMPLOYEE D EIN 06-0691728 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $125K |
| EMPLOYEE A EIN 06-0691728 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $125K |
| EMPLOYEE E EIN 06-0691728 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $125K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $120K |
| MORGAN STANLEY EIN 20-8764829 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Securities brokerage commissions and fees; Other services; Other fees; Investment advisory (plan); Account maintenance fees; Other investment fees and expenses; Securities brokerage; Custodial (securities) Service code 19 | — | $103K |
| GUARDIAN EIN 13-5123390 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $68K |
| EMPLOYEE C EIN 06-0691728 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| O'SULLIVAN ASSOCIATES INC EIN 22-1837827 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $58K |
| EMPLOYEE F EIN 06-0691728 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| MED-CARE MANAGEMENT, INC. EIN 88-0429522 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $50K |
| ROBERT M CHEVERIE & ASSOCIATES EIN 06-1335139 NONE | Legal; Direct payment from the plan Service code 29 | — | $43K |
| OPTUM EIN 33-0441200 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $40K |
| COOKE & BIELER, INC. EIN 23-3082822 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $40K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $38K |
| MASSUCCI & ASSOCIATES EIN 06-1462567 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| ALLEGIANT RX EIN 02-6015031 NONE | Claims processing; Other fees Service code 12 | — | $21K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $19K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Direct payment from the plan; Other fees Service code 50 | — | $19K |
| ATALANTA SOSNOFF CAPITAL, LLC EIN 20-0461050 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $15K |
| DAVIS VISION EIN 11-3051991 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $8K |
| BOYD WATTERSON ASSET MANAGMENT EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $8K |
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 | 1,307 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 689 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,996 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNION LABOR LIFE CO. INC. | 1,799 | $232K |
| Other(2 contracts, 2 carriers) | MEDCO CONTAINMENT LIFE INS. CO. | 1,164 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,799 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.