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 9 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 5 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 |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INS CO EIN 59-1031071 THIRD-PARTY ADMINISTRATO | Non-monetary compensation; Claims processing; Recordkeeping fees; Participant communication; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Contract Administrator Service code 12 | — | $276K |
| KPMG LLP EIN 13-5565207 PLAN AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $159K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE, INV ADV & MGMT | Float revenue; Direct payment from the plan; Trustee (directed); Other fees; Account maintenance fees; Investment advisory (plan); Investment management; Other investment fees and expenses; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $147K |
| STANDISH MELLON ASSET MGMT CO, LLC EIN 25-1890416 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $131K |
| WILLIS TOWERS WATSON EIN 26-0775680 HRA ADMINISTRATION | Direct payment from the plan; Other fees; Other services Service code 49 | — | $115K |
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 THIRD-PARTY ADMINISTRATO | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $80K |
| ERNST & YOUNG LLP EIN 34-6565596 TAX FORM PREPARER | Direct payment from the plan; Consulting (general) Service code 16 | — | $67K |
| FIDELITY INV INST OPS CO INC EIN 04-2647786 RECORDKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Recordkeeping fees Service code 15 | — | $67K |
| CROWE LLP EIN 35-0921680 FINANCIAL STATEMENT PREP | Consulting (general); Accounting (including auditing); Direct payment from the plan Service code 10 | — | $43K |
| PRIME THERAPEUTICS LLC EIN 26-0076803 PHARMACY BENEFIT MANAGER | Other services; Direct payment from the plan; Claims processing; Float revenue; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Recordkeeping fees Service code 12 | — | $19K |
| AON CONSULTING, INC. EIN 22-2232264 FORM 5500 PREPARER | Direct payment from the plan; Consulting (general) Service code 16 | — | $11K |
| DELTA DENTAL OF VIRGINIA EIN 54-0844477 THIRD-PARTY ADMINISTRATO | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Claims processing; Contract Administrator; Direct payment from the plan; Other services; Recordkeeping fees Service code 12 | — | $9K |
| CAREOPERATIVE, LLC (DBA HEALTHCARE EIN 46-4399706 THIRD-PARTY ADMINISTRAT0 | Participant communication; Direct payment from the plan; Other services Service code 38 | — | $6K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 THIRD PARTY ADMINISTRATO | Other services; Float revenue Service code 49 | — | $0 |
| NORTHERN TRUST CORPORATION EIN 36-2723087 TRUSTEE | Soft dollars commissions; Investment management fees paid indirectly by plan; Other services Service code 49 | — | $0 |
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 | 4,463 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,463 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 2 | $21K |
| Vision | KAISER FOUNDATION HEALTH PLAN, INC. | 2 | $15K |
| Life insurance(7 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 945 | $521K |
| Prescription drug | KAISER FOUNDATION HEALTH PLAN, INC. | 2 | $15K |
| Other(2 contracts) | AETNA LIFE INSURANCE COMPANY | 5 | $6K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 945 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.