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 4 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.
See commissions and fees for 4 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 |
|---|---|---|---|
| BERDON LLP EIN 13-0485070 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $379K |
| IUOE LOCAL 138 APPRENTICE TRAINING EIN 11-2000172 AFFILIATED BENEFIT FUND | Direct payment from the plan; Other services Service code 49 | — | $297K |
| CST DESIGNS EIN 20-2583122 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $286K |
| MAGNACARE EIN 11-3410766 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $254K |
| PITTA LLP EIN 26-3852082 NONE | Legal; Direct payment from the plan Service code 29 | — | $129K |
| LISA HARDEN EIN 11-1628170 EMPLOYEE | Employee (plan) Service code 30 | — | $102K |
| 138 BOULEVARD BUILDING CORP EIN 11-6010819 AFFILIATED BUILDING | Direct payment from the plan Service code 50 | — | $102K |
| ANNE MCCDONNAUGH EIN 11-1628170 EMPLOYEE | Employee (plan) Service code 30 | — | $99K |
| IUOE LOCAL 138 EIN 11-0908470 AFFILIATED LOCAL UNION | Direct payment from the plan; Other services Service code 49 | — | $88K |
| DDS SERVICES, INC. EIN 11-2705347 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $72K |
| KMR SYSTEMS CORP EIN 13-3192128 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $72K |
| ARCHER BYINGTON GLENNON & LEVINE EIN 26-0873462 NONE | Legal Service code 29 | — | $68K |
| TINA SIRAGUSA EIN 11-1628170 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| OPTUM RX EIN 33-0441200 NONE | Float revenue; Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $53K |
| IUOE LOCAL 138 ANNUITY FUND EIN 11-2653717 AFFILIATED BENEFIT FUND | Direct payment from the plan; Other services Service code 49 | — | $45K |
| LABOR SYSTEMS SERVICES LLC NONE | Direct payment from the plan Service code 50 | PO BOX 189 TYLER HILL, PA 18469 | $36K |
| KATHLEEN MURPHY EIN 11-1628170 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| UBS FINANCIAL SERVICES INC EIN 13-2638166 NONE | Investment management fees paid directly by plan; Investment management; Custodial (securities) Service code 19 | — | $31K |
| SUMMIT ACTUARIAL CONSULTING EIN 77-0645890 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $30K |
| ISLAND DIGITAL REPROGRAPHICS NONE | Other services; Direct payment from the plan Service code 49 | NY-110 FARMINGDALE, NY 11735 | $11K |
| LI VOICE EIN 27-1073464 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| APPRIVER, LLC EIN 36-4493897 NONE | Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $7K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Direct payment from the plan; Investment management Service code 28 | — | $6K |
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 | 1,242 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 338 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,580 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | 909 | $53K |
| Stop-loss / reinsurancereinsurance | UNITED STATES FIRE INSURANCE COMPANY | 991 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 991 | — |
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.