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 |
|---|---|---|---|
| KPMG LLP EIN 13-5565207 PLAN AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $69K |
| CORESOURCE, INC. EIN 35-1846036 THIRD-PARTY ADMINISTRATO | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Claims processing; Contract Administrator; Participant communication Service code 12 | — | $42K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE & INVESTMENT ADV | Investment management; Other investment fees and expenses; Investment management fees paid directly by plan; Float revenue; Account maintenance fees; Soft dollars commissions; Direct payment from the plan; Trustee (directed); Investment advisory (plan); Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $31K |
| WILLIS TOWERS WATSON EIN 26-0775680 HSA ADMIN AND RX COLLABO | Other services; Direct payment from the plan; Other fees Service code 49 | — | $26K |
| BLUE CROSS BLUE SHIELD OF ALABAMA EIN 63-0103830 THIRD-PARTY ADMINISTRATO | Participant communication; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Recordkeeping fees; Claims processing Service code 12 | — | $21K |
| ACTIVE HEALTH MANAGEMENT, INC. EIN 52-2182411 WELLNESS,DISEASE,ETC MGM | Other fees; Other services; Direct payment from the plan Service code 49 | — | $18K |
| ERNST & YOUNG LLP EIN 34-6565596 TAX FORM PREPARER | Direct payment from the plan; Consulting (general) Service code 16 | — | $16K |
| EXPRESS SCRIPTS HOLDING COMPANY EIN 22-3461740 PHARMACY BENEFIT MANAGER | Claims processing; Recordkeeping fees; Participant communication; Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 12 | — | $12K |
| CROWE HORWATH LLP EIN 35-0921680 FINANCIAL STATEMENT PREP | Accounting (including auditing); Consulting (general); Direct payment from the plan Service code 10 | — | $12K |
| PRIME THERAPEUTICS LLC EIN 26-0076803 PHARMACY BENEFIT MANAGER | Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Recordkeeping fees; Claims processing; Direct payment from the plan; Participant communication Service code 12 | — | $12K |
| STANDISH MELLON ASSET MANAGEMENT CO EIN 25-1890416 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $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 | 717 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 717 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | AETNA LIFE INSURANCE COMPANY | 141 | $31K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 141 | — |
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."
No prospect flags tripped on this filing.