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 |
|---|---|---|---|
| CIGNA EIN 06-0303370 NONE | Other services; Direct payment from the plan; Non-monetary compensation; Claims processing; Named fiduciary; Participant communication; Float revenue; Contract Administrator Service code 12 | — | $748K |
| MAXON COMPANY EIN 13-2611019 NONE | Direct payment from the plan; Claims processing; Contract Administrator; Actuarial Service code 11 | — | $493K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $120K |
| BARBARA FEDUMENTI EIN 06-6069081 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| TAB COMPUTER SYSTEMS EIN 06-1297933 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $90K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $86K |
| PATRICIA LAZZARA EIN 06-6069081 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| LYNN CORTEZ-REYES EIN 06-6069081 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $78K |
| KATIE WILKINSON EIN 34-9506680 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| JAMIE GARNETT EIN 06-6069081 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| CHRISTOPHER LEE EIN 06-6069081 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| ROSE MARIE ARLIO EIN 06-6069081 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $70K |
| RIVKIN RADLER LLP EIN 11-1853927 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment advisory (plan); Direct payment from the plan; Other fees Service code 27 | — | $40K |
| FIRST AMERICAN ADMINISTRATORS EIN 86-0773195 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $16K |
| MAZURS LLP EIN 13-1459550 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
| ALLIANCE BERNSTEIN EIN 13-4064930 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $12K |
| INTERCONTINENTAL REAL ESTATE CORPOR EIN 04-2895544 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $12K |
| EATON VANCE INVESTMENT MANAGERS EIN 04-3101341 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $11K |
| JAMES T HUGHES NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 28 WHITE BIRCH DR TRUMBULL, CT 06611 | $10K |
| SLEVIN & HART, P.C. NONE | Legal; Direct payment from the plan Service code 29 | 1625 MASSACHUSETTS AVE. NW WASHINGTON, DC 20036 | $9K |
| ADP EIN 22-1467904 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
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 | 4,787 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 22 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,809 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,779 | $86K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,779 | $86K |
| Other | RELIANCE STANDARD LIFE INSURANCE COMPANY | 4,779 | $86K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,779 | — |
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."
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.