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 | — | $154K |
| LEADING EDGE ADMINSTRATORS NONE | Claims processing; Direct payment from the plan; Other fees Service code 12 | 14 WALL STREET, SUITE 5B NEW YORK, NY 10005 | $118K |
| EMPIRE HEALTHCHOICE ASSURANCE, INC. EIN 23-7391136 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $69K |
| RAYMOND JAMES FINANCIALS EIN 59-1517485 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $53K |
| BARNES, IACCARINO & SHEPHERD, LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| MINSKY & COTTONE, CPAS, PC EIN 11-3223712 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| GARY ROTHMAN NONE | Direct payment from the plan; Consulting fees Service code 50 | 25 PREAKNESS LANE NEW YORK, NY 10956 | $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 | 278 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 35 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 313 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DENTCARE DELIVERY SYSTEMS | 216 | $70K |
| Stop-loss / reinsurancereinsurance | NATIONWIDE LIFE INSURANCE COMPANY | 291 | $383K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.