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 2 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MARY CLANTON EIN 11-1831226 OFFICER | Direct payment from the plan; Employee (plan) Service code 30 | — | $144K |
| LEADING EDGE ADMINSTRATORS NONE | Direct payment from the plan; Other fees; Claims processing Service code 12 | 14 WALL STREET, SUITE 5B NEW YORK, NY 10005 | $107K |
| EMPIRE HEALTHCHOICE ASSURANCE, INC. EIN 23-7391136 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $68K |
| J.P. MORGAN SECURITIES, LLC EIN 13-4110995 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $53K |
| BARNES, IACCARINO & SHEPHERD, LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $52K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| MINSKY & COTTONE, CPAS, PC EIN 11-3223712 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $10K |
| MALONEY & ASSOCIATES, INC. EIN 11-2219769 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $7K |
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 | 291 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 65 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 356 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DENTCARE DELIVERY SYSTEMS | 230 | $81K |
| Stop-loss / reinsurancereinsurance | NATIONWIDE LIFE INSURANCE COMPANY | 290 | $409K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 290 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.