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 6 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 11 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 |
|---|---|---|---|
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal Service code 29 | ELEVEN TIMES SQUARE NEW YORK, NY 10036 | $266K |
| FITZSIMMONS ABRAMS LLP EIN 13-2858927 NONE | Accounting (including auditing) Service code 10 | 7600 JERICHO TPKE STE 403 WOODBURY, NY 11797 | $159K |
| LAW OFFICES OF MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal Service code 29 | 123 SOUTH BROADWAY STREET PHILADELPHIA, PA 19109 | $59K |
| LISA PARISI EIN 13-1567895 EMPLOYEE | Employee (plan) Service code 30 | 100 MERRICK ROAD STE 500W ROCKVILLE CENTRE, NY 11570 | $46K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management Service code 28 | 1801 EAST 9TH ST STE 1400 CLEVLAND, OH 44114 | $40K |
| DIANE FERCHLAND EIN 13-1567895 EMPLOYEE | Employee (plan) Service code 30 | 100 MERRICK ROAD STE 500W ROCKVILLE CENTRE, NY 11570 | $35K |
| JBM COMPUTER CONSULTANTS, INC. EIN 16-1173118 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 20 NORTH AMERICAN DRIVE WEST SENECA, NY 14224 | $29K |
| LEGG MASON AND COMPANY LLC EIN 01-0846058 NONE | Investment management Service code 28 | 55 WATER STREET, 32 NEW YORK, NY 10041 | $20K |
| KENNEDY, JENNIK AND MURRAY, PC EIN 25-1919594 NONE | Legal Service code 29 | 900 THIRD AVENE NEW YORK, NY 10022 | $19K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Investment advisory (plan) Service code 27 | 25 NEWBRIDGE ROAD HICKSVILLE, NY 11801 | $18K |
| POLEN CAPITAL MANAGEMENT EIN 13-2984374 NONE | Investment management Service code 28 | 1825 NW CORPORATE BLVD BOCA RATON, FL 33431 | $15K |
| FIRST ACTUARIAL CONSULTING, INC. EIN 26-3842522 NONE | Actuarial Service code 11 | 1501 BROADWAY STE 1728 NEW YORK, NY 10036 | $15K |
| SSP A DIVISION OF CALIBRE CPA GROUP EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | 462 7TH AVENUE NEW YORK, NY 10018 | $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 | 944 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 944 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SHELTER POINT LIFE INSURANCE CO. | 539 | $47K |
| Long-term disability | SHELTER POINT LIFE INSURANCE CO. | 736 | $78K |
| Other(2 contracts, 2 carriers) | THE PAUL REVERE LIFE INSURANCE COMPANY | 518 | $392K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 736 | — |
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.
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.