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 5 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 |
|---|---|---|---|
| COHO PARTNERS, LTD EIN 23-3004662 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | 801 OLD CASSATT ROAD BERWYN, PA 19312 | $17K |
| MACQUARIE INVESTMENTS EIN 23-1859590 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | 2005 MARKET STREET PHILADELPHIA, PA 19103 | $8K |
| BANK OF AMERICA EIN 94-1687665 NONE | Trustee (directed); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management fees paid indirectly by plan Service code 21 | 225 FRNAKLIN STREET BOSTON, MA 02110 | $5K |
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 | 4 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 98 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 102 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 129 | $853K |
| Dental | DELTA DENTAL OF MASSACHUSETTS | 177 | $88K |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 129 | $547K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 11 | $10K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 6 | $4K |
| Prescription drug(2 contracts) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 129 | $853K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 11 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 177 | — |
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."
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.