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 | Accounting (including auditing); Direct payment from the plan; Legal; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Actuarial; Contract Administrator; Claims processing Service code 10 | — | $250K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 06-1475928 NONE | Float revenue; Contract Administrator; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $158K |
| CLAIMS PROCESSOR EIN 06-0942914 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $99K |
| MORGAN STANLEY EIN 20-8764829 NONE | Securities brokerage; Investment management fees paid directly by plan; Investment advisory (plan); Other services; Other investment fees and expenses; Other commissions Service code 27 | — | $41K |
| FUND MANAGER EIN 06-0942914 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| VALENZ HEALTH EIN 52-1169362 NONE | Other fees; Other services Service code 49 | — | $27K |
| UPRISE HEALTH EIN 35-1955822 NONE | Other services; Other fees Service code 49 | — | $17K |
| MASSUCCI & ASSOCIATES NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 648 MAIN STREET PLANTSVILLE, CT 06479 | $12K |
| ALLEGIANT RX EIN 02-6015031 NONE | Other services; Contract Administrator; Consulting (general) Service code 13 | 51 GOFFSTOWN ROAD MANCHESTER, NH 03102 | $11K |
| BOYD WATTERSON ASSET MGMT EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
| OPTUM RX EIN 33-0441200 NONE | Other fees; Claims processing; Other services Service code 12 | — | $6K |
| ARTHUR BELL EIN 06-0942914 UNION TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $5K |
| MPL LLC EIN 06-1537302 NONE | Insurance brokerage commissions and fees; Other commissions; Insurance agents and brokers 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 | 435 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 633 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,096 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | STANDARD INSURANCE COMPANY | 435 | $70K |
| Other | STANDARD INSURANCE COMPANY | 435 | $70K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 435 | — |
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.