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 2 broker rows. $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 | Contract Administrator; Plan Administrator; Accounting (including auditing); Claims processing; Direct payment from the plan; Legal; Actuarial; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $387K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 06-1475928 NONE | Contract Administrator; Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $244K |
| CLAIMS PROCESSOR EIN 06-0942903 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $170K |
| MORGAN STANLEY EIN 20-8764829 NONE | Investment advisory (plan); Investment management fees paid directly by plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other commissions; Securities brokerage; Recordkeeping fees Service code 15 | — | $73K |
| FUND MANAGER EIN 06-0942903 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| VALENZ HEALTH EIN 52-1169362 NONE | Other services; Other fees Service code 49 | — | $37K |
| UPRISE HEALTH EIN 35-1955872 NONE | Other fees; Other services Service code 49 | — | $26K |
| NICHOLAS REUT EIN 06-0942903 EMPLOYER TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $20K |
| EARNEST PARTNERS LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1180 PEACHTREE STREET ATLANTA, GA 30309 | $19K |
| BOYD WATTERSON ASSET MGMT EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $18K |
| ALLEGIANT RX EIN 02-6015031 NONE | Contract Administrator; Other services; Custodial (other than securities) Service code 13 | 51 GOFFSTOWN ROAD MANCHESTER, NH 03102 | $13K |
| WAYCROSS PARTNERS LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 4965 US HIGHWAY 42 SUITE 2900 LOUISVILLE, KY 40222 | $9K |
| OPTUM RX EIN 33-0441200 NONE | Other services; Other fees; Claims processing Service code 12 | — | $8K |
| CRAIG MITCHELL EIN 06-0942903 UNION TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $5K |
| MPL LLC EIN 06-1537302 NONE | Insurance agents and brokers; Other commissions; 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 | 678 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 474 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,192 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | STANDARD INSURANCE COMPANY | 678 | $95K |
| Other | STANDARD INSURANCE COMPANY | 678 | $95K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 678 | — |
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 primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.