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 |
|---|---|---|---|
| AETNA LIFE INSURANCE CO EIN 06-6033492 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $170K |
| RENEE BOSSONE EIN 06-0711441 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| WILLIS OF MASSACHUSETTS EIN 04-2792279 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $59K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $56K |
| WEBSTER FINANCIAL ADVISORS EIN 06-0273620 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $53K |
| MANZI & ASSOCIATES LLC EIN 04-3508036 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $30K |
| MASSUCCI & ASSOCIATES EIN 06-1462567 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $13K |
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 | 265 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 69 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 334 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 132 | $5K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 132 | $5K |
| Other | HARTFORD LIFE AND ACCIDENT | 132 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 132 | — |
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.