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 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 |
|---|---|---|---|
| MAGNACARE ADMINISTRATIVE SRVCS LLC EIN 11-3410766 NONE | Direct payment from the plan; Claims processing; Other fees Service code 12 | — | $1.5M |
| LABOR FIRST EIN 06-1750191 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $363K |
| PAYER MATRIX EIN 84-3946362 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $318K |
| CBIZ RETIREMENT PLAN SERVICES EIN 31-1582098 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $114K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Shareholder servicing fees; Float revenue; Custodial (securities); Direct payment from the plan Service code 19 | — | $96K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | — | $63K |
| ARCHER, BYINGTON, GLENNON & LEVINE EIN 26-0873462 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $40K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $30K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| WELLINGTON TRUST COMPANY, NA EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $7K |
| BERARD & ASSOCIATES, CPA'S PC EIN 13-3774222 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $5K |
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 | 1,652 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 801 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,453 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,075 | $244K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,907 | $622K |
| Other | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | 2,542 | $95K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,542 | — |
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."
No prospect flags tripped on this filing.