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 3 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 |
|---|---|---|---|
| HORIZON HEALTHCARE SERVICES, INC, EIN 22-0999690 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $1.5M |
| PITTA, LLP EIN 26-3852082 PROV SVCS REL ORG | Legal; Direct payment from the plan Service code 29 | — | $78K |
| BUCHBINDER TUNICK & CO., LLP EIN 13-1578842 PROV SVCS REL ORG | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $73K |
| DECUSOFT EIN 02-0643827 NONE | Consulting (general); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $62K |
| AMY SLYVCHAK EIN 11-1782177 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| ILIANA OROZCO EIN 11-1782177 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| GLADYS RODRIGUEZ EIN 11-1782177 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| DICKINSON GROUP, LLC EIN 20-1241472 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $33K |
| RYAN LABS ASSET MANAGEMENT INC. EIN 47-3503928 NONE | Investment management Service code 28 | — | $31K |
| LOOMIS SAYLES & COMPANY, L.P. EIN 04-3200030 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $22K |
| DIANE SCOTT EIN 11-1782177 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $11K |
| INNOVATIVE COMPUTER LLC EIN 20-3500582 PROV SVCS REL ORG | Consulting (general); Direct payment from the plan Service code 16 | — | $6K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $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 | 1,928 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,928 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | USABLE LIFE | 1,224 | $210K |
| Short-term disability(2 contracts) | SHELTERPOINT LIFE INSURANCE COMPANY | 460 | $126K |
| Other | USABLE LIFE | 1,224 | $210K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,224 | — |
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 primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.