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 3 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 |
|---|---|---|---|
| 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 | — | $120K |
| KPMG LLP EIN 13-5565207 PLAN AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $84K |
| WILLIS TOWERS WATSON EIN 26-0775680 HRA ADMINISTRATION | Other services; Direct payment from the plan; Other fees Service code 49 | — | $79K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE,INV ADV AND MGMT | Account maintenance fees; Direct payment from the plan; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Other investment fees and expenses; Investment management; Investment advisory (plan); Float revenue; Trustee (directed); Other fees Service code 21 | — | $73K |
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 THIRD-PARTY ADMINISTRATO | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Recordkeeping fees; Participant communication; Direct payment from the plan Service code 12 | — | $60K |
| CIGNA HEALTH & LIFE INSURANCE CO EIN 59-1031071 THIRD-PARTY ADMINISTRATO | Contract Administrator; Non-monetary compensation; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Recordkeeping fees; Participant communication; Float revenue; Direct payment from the plan Service code 12 | — | $31K |
| CROWE HORWATH LLP EIN 35-0921680 FINANCIAL STATEMENT PREP | Consulting (general); Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $19K |
| ERNST & YOUNG LLP EIN 34-6565596 TAX FORM PREPARERS | Consulting (general); Direct payment from the plan Service code 16 | — | $9K |
| PRIME THERAPEUTICS LLC EIN 26-0076803 PHARMACY BENEFIT MANAGER | Participant communication; Claims processing; Direct payment from the plan; Recordkeeping fees; Other services; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $6K |
| AON CONSULTING, INC. EIN 22-2232264 FORM 5500 PREPARER | Direct payment from the plan; Consulting (general) Service code 16 | — | $5K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 THIRD PARTY ADMINISTRATO | Other services; Float revenue Service code 49 | — | $0 |
| CIGNA HEALTH AND LIFE INSURANCE CO4 | Other services; Float revenue Service code 49 | — | $0 |
| NORTHERN TRUST CORPORATION EIN 36-2723087 TRUSTEE | Soft dollars commissions; Other services; Investment management fees paid indirectly by plan 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 | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 2 | $23K |
| Life insurance(3 contracts) | AETNA LIFE INSURANCE COMPANY | 923 | $231K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 923 | — |
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.
The final-filing indicator is set. The plan is winding down. Skip it for sales.