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.
See commissions and fees for 1 broker row. $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 |
|---|---|---|---|
| CARY KANE EIN 20-1942442 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $66K |
| ALICARE EIN 13-3432221 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $49K |
| MAGNACARE ADMINISTRATIVE SERVICES EIN 11-3410766 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $38K |
| CHERION, INC. EIN 13-4215617 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $30K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| GLANSTEIN LLP EIN 27-4387560 NONE | Legal; Direct payment from the plan Service code 29 | — | $18K |
| BUCHBINDER TUNICK & COMPANY NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | ONE PENNSYLVANIA PLAZA SUITE 3500 NEW YORK, NY 10119 | $17K |
| UBS FINANCIAL SERVICES, INC. EIN 13-2638166 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $6K |
| WELLS FARGO EIN 94-1347393 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $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 | 142 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 142 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERICAN DENTAL OFFICES, PLLC | 0 | $18K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 142 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 142 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.