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 1 contract row 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 |
|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES INC. EIN 13-2831500 NONE | Claims processing; Actuarial; Direct payment from the plan Service code 11 | — | $588K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $181K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $170K |
| ALBERT WASSELL EIN 13-1739714 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $159K |
| SANDRA PATERRA EIN 13-1739714 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| LEZA BURGESS EIN 13-1739714 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| KATHLEEN O'NEILL EIN 13-1739714 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| KAREN PASSIATORE EIN 13-1739714 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $71K |
| CLARITY TESTING EIN 13-3869722 NONE | Other services; Direct payment from the plan Service code 49 | — | $57K |
| PINNACLE ASSOCIATES LTD EIN 13-3220717 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $39K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing; Other fees; Float revenue; Direct payment from the plan Service code 12 | — | $36K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Float revenue; Investment management fees paid directly by plan; Shareholder servicing fees; Other fees; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $31K |
| ROBERT M. CHEVERIE & ASSOC. P.C. EIN 06-1335139 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $30K |
| TPA COMPUTER CORP EIN 13-3329882 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $26K |
| LOWER HUDSON VALLEY EAP EIN 13-3240307 NONE | Other services; Direct payment from the plan Service code 49 | — | $19K |
| WELLS FARGO ADVISORS LLC EIN 34-1542819 INVESTMENT ADVISOR | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $16K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $15K |
| BARNES IACCARINO & SHEPHERD, LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| HESS TECHNOLOGY CONSULTING EIN 85-1115144 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $9K |
| BERTONE IT EIN 27-4665019 INFORMATION TECHNOLOGY | Direct payment from the plan; Consulting (general) Service code 16 | — | $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 | 622 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 622 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | ZURICH AMERICAN INSURANCE COMPANY | 623 | $497K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 623 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.