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 5 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 |
|---|---|---|---|
| HIGHMARK BLUECROSS BLUESHIELD OF WN EIN 16-1105741 CONTRACT ADMIN | Direct payment from the plan; Contract Administrator Service code 13 | — | $408K |
| CVS CAREMARK EIN 05-0340626 CLAIMS PROCESSING | Direct payment from the plan; Claims processing Service code 12 | — | $21K |
| TOWERS WATSON INVESTMENT SERVICES EIN 52-1868818 CONSULTANT | Direct payment from the plan; Consulting (general) Service code 16 | — | $16K |
| BLACKROCK INSTITUTIONAL TRUST COMP EIN 94-3112180 INVESTMENT MANAGER | Investment management; Trustee (discretionary); Direct payment from the plan; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $14K |
| INNOVATIVE RX STRATEGIES, LLC EIN 26-3608793 CONTRACT ADMIN | Direct payment from the plan; Contract Administrator Service code 13 | — | $10K |
| WALSH DUFFIELD COMPANIES EIN 16-0413770 CONSULTANT | Consulting (general); Direct payment from the plan Service code 16 | — | $9K |
| IMMEDIATE MAILING SERVICES EIN 16-1313143 MAILING SERVICES | Other services; Direct payment from the plan Service code 49 | — | $6K |
| JPMORGAN CHASE BANK, N.A. EIN 13-4994650 TRUSTEE | Other investment fees and expenses; Float revenue; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 845 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 845 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | INDEPENDENT HEALTH | 296 | $1.4M |
| Life insurance | PRUDENTIAL LIFE INSURANCE CO | 845 | $217K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 845 | — |
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 comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.