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 |
|---|---|---|---|
| TRI STATE JOINT FUND EIN 06-0850110 AFFILIATED ORG. | Plan Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $730K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 06-1475928 NONE | Float revenue; Insurance agents and brokers; Claims processing; Other services; Other commissions; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Non-monetary compensation Service code 12 | — | $470K |
| CLAIMS PROCESSOR EIN 06-0942913 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $207K |
| CRESENT CAPITAL GROUP NONE | Investment management fees paid directly by plan; Shareholder servicing fees; Investment management; Other fees; Investment advisory (participants) Service code 26 | 11100 SANTA MONICA BLVD SUITE 2000 LOS ANGELES, CA 90025 | $205K |
| FUND MANAGER EIN 06-0942913 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| MED CARE MANAGEMENT INC EIN 88-0429522 NONE | Other fees; Other services Service code 49 | — | $80K |
| HMC HEALTHWORKS INC EIN 75-3189468 NONE | Other services; Other fees Service code 49 | — | $50K |
| REYNOLDS CONSULTING SERVICES,LLC NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 25 NEWBRIDGE ROAD HICKSVILLE, NY 11801 | $45K |
| TIMOTHY CASEY EIN 06-0942913 EMPLOYER TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $28K |
| ALLEGIANT RX EIN 02-6015031 NONE | Other fees; Contract Administrator; Consulting (general) Service code 13 | 51 GOFFSTOWN ROAD MANCHESTER, NH 03102 | $27K |
| PREFERRED NETWORK ACCESS EIN 36-4018433 NONE | Other services; Other fees Service code 49 | — | $22K |
| OPTUM RX EIN 33-0441200 NONE | Other services; Other fees Service code 49 | — | $19K |
| S M ESPOSITO & COMPANY INC EIN 06-1298465 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| THOMAS BAYUSIK EIN 06-0942913 UNION TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $11K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management; Direct payment from the plan; Securities brokerage; Other services; Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
| DAVIS VISION EIN 11-3051991 NONE | Other fees; Other services Service code 49 | — | $10K |
| 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 | 1,676 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 100 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,301 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,077 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 1,652 | $175K |
| Other | ANTHEM LIFE INSURANCE COMPANY | 1,652 | $175K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,652 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.