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 1 broker row. $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 |
|---|---|---|---|
| DEREK DAVIS EIN 13-2643045 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $172K |
| KISHOR MANCHIKALAPATI EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| DAWN NEDD EIN 13-2643045 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| SPIVAK LIPTON LLP EIN 13-3494495 NONE | Legal; Direct payment from the plan Service code 29 | — | $64K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $64K |
| ALEJANDRA VEGA-ROJAS EIN 13-2643045 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| PATRICE SACKS EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| WILMINGTON TRUST EIN 51-0055023 NONE | Investment management fees paid directly by plan; Investment management; Custodial (securities) Service code 19 | — | $47K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $40K |
| MILLIMAN INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $39K |
| ADMINISTRATIVE SERVICES ONLY, INC. EIN 11-2995970 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $20K |
| GALLAGHER FIDUCIARY ADVISORS, LLC EIN 36-4291971 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $17K |
| JENNIFER K SCHECTER, PLLC EIN 27-2903393 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $5K |
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 | 1,157 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,157 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 602 | $6.8M |
| Dental | AETNA LIFE INSURANCE COMPANY | 602 | $6.8M |
| Vision | AETNA LIFE INSURANCE COMPANY | 602 | $6.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 602 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.