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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH EIN 06-1475928 NONE | Other services; Direct payment from the plan; Claims processing; Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $504K |
| LABOR FIRST LLC EIN 06-1750191 | Direct payment from the plan; Contract Administrator Service code 13 | — | $338K |
| EMPLOYEE B EIN 06-0691728 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $200K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $149K |
| EMPLOYEE D EIN 06-0691728 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $136K |
| EMPLOYEE E EIN 06-0691728 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $128K |
| EMPLOYEE F EIN 06-0691728 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $115K |
| EMPLOYEE A EIN 06-0691728 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| MORGAN STANLEY EIN 20-8764829 NONE | Securities brokerage; Other fees; Custodial (securities); Investment management fees paid directly by plan; Securities brokerage commissions and fees; Investment advisory (plan); Other services; Account maintenance fees; Direct payment from the plan; Other investment fees and expenses Service code 19 | — | $80K |
| GUARDIAN EIN 13-5123390 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $62K |
| EMPLOYEE G EIN 06-0691728 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| O'SULLIVAN ASSOCIATES INC EIN 22-1837827 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $54K |
| MED-CARE MANAGEMENT, INC. EIN 88-0429522 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $49K |
| MASSUCCI & ASSOCIATES LLC EIN 06-1462567 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $49K |
| OPTUM EIN 33-0441200 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $42K |
| ROBERT M CHEVERIE & ASSOCIATES EIN 06-1335139 NONE | Legal; Direct payment from the plan Service code 29 | — | $40K |
| COOKE & BIELER, INC. EIN 23-3082822 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $37K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $36K |
| ALLEGIANT RX EIN 02-6015031 NONE | Claims processing; Other fees Service code 12 | — | $23K |
| ATALANTA SOSNOFF CAPITAL, LLC EIN 20-0461050 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $17K |
| BOYD WATTERSON ASSET MANAGMENT EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $6K |
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 | 1,320 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 688 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,008 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNION LABOR LIFE CO. INC. | 1,829 | $232K |
| Other(2 contracts, 2 carriers) | MEDCO CONTAINMENT LIFE INS. CO. | 1,175 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,829 | — |
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 comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.