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 2 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 2 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 |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE & INVESTMENT ADV | Other investment fees and expenses; Other fees; Soft dollars commissions; Account maintenance fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management; Investment advisory (plan) Service code 21 | — | $66K |
| KPMG LLP EIN 13-5565207 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $61K |
| CORESOURCE, INC. EIN 35-1846036 THIRD-PARTY ADMINISTRATO | Recordkeeping fees; Participant communication; Direct payment from the plan; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $50K |
| BLUE CROSS BLUE SHIELD OF ALABAMA EIN 63-0103830 THIRD-PARTY ADMINISTRATO | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the plan; Contract Administrator; Participant communication Service code 12 | — | $25K |
| CROWE HORWATH LLP EIN 35-0921680 FINANCIAL STATEMENT PREP | Consulting (general); Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 THIRD-PARTY ADMINISTRATO | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Claims processing; Contract Administrator; Direct payment from the plan; Recordkeeping fees Service code 12 | — | $19K |
| PRIME THERAPEUDICS LLC EIN 26-0076803 PHARMACY BENEFIT MANAGER | Participant communication; Claims processing; Direct payment from the plan; Recordkeeping fees; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $16K |
| EXPRESS SCRIPTS HOLDING COMPANY EIN 22-3461740 PHARMACY BENEFIT MANAGER | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Recordkeeping fees; Participant communication Service code 12 | — | $13K |
| ERNST & YOUNG LLP EIN 34-6565596 TAX FORM PREPARER | Direct payment from the plan; Consulting (general) Service code 16 | — | $13K |
| AON CONSULTING EIN 22-2232264 FORM 5500 PREPARER | Consulting (general); Direct payment from the plan Service code 16 | — | $6K |
| COTIVITI HEALTHCARE EIN 46-0634974 OVERPAYMENT RECOVERY FIR | Other services Service code 49 | — | $0 |
| THE RAWLINGS GROUP EIN 31-1563156 OVERPAYMENT RECOVERY FIR | 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 | 212 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | AETNA LIFE INSURANCE COMPANY | 150 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 150 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.