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 12 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 |
|---|---|---|---|
| DANIEL H COOK ASSOCIATES, INC. EIN 11-2424843 THIRD PARTY ADMINISTRATOR | Contract Administrator; Plan Administrator; Direct payment from the plan Service code 13 | 1040 AVENUE OF AMERICAS, SUITE 2400 NEW YORK, NY 10018 | $213K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 CLAIMS PROCESSOR | Claims processing; Direct payment from the plan Service code 12 | 450 COLUMBUS BOULEVARD HARTFORD, CT 061150450 | $110K |
| JENNIFER FARRUGIA EIN 11-2548572 ADMINISTRATOR | Employee (plan); Direct payment from the plan Service code 30 | 800 SUNRISE HIGHWAY WEST BABYLON, NY 11704 | $89K |
| JAMES R GRISI PC EIN 83-2921602 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 800 SUNRISE HIGHWAY WEST BABYLON, NY 11704 | $78K |
| TIAA, FSB EIN 59-3531592 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 211 NORTH BROADWAY ST LOUIS, MO 63102 | $67K |
| RHINA MATA EIN 11-2548572 ADMINISTRATOR | Employee (plan); Direct payment from the plan Service code 30 | 800 SUNRISE HIGHWAY WEST BABYLON, NY 11704 | $59K |
| EMPIRX EIN 47-1226691 CLAIMS PROCESSOR | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | 155 CHESTNUT RIDGE ROAD MONTVALE, NJ 07645 | $51K |
| CITRIN COOPERMAN ADVISORS LLC EIN 22-2428965 | Direct payment from the plan; Accounting (including auditing) Service code 10 | 100 JERICHO QUADRANGLE JERICHO, NY 11753 | $44K |
| PEAK RETIREMENT GROUP LLC EIN 13-3859124 CONSULTANT | Direct payment from the plan; Consulting (general) Service code 16 | 2870 HEMSTEAD TURNPIKE, SUITE 102 LEVITTOWN, NY 11756 | $19K |
| SELE-DENT INC. EIN 11-3310187 CLAIMS PROCESSOR | Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | ONE HUNTINGTON QUADRANGLE STE 1S03 MELVILLE, NY 11747 | $18K |
| TIMOTHY R. HOTT, ESQ. EIN 22-3724341 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 26910 GRAND CTRL. PKWY - APT 11A FLORAL PARK, NY 11005 | $8K |
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 | 829 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 829 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Long-term disability | MUTUAL OF OMAHA | 0 | $0 |
| Other(3 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY | 295 | $19K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 295 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.