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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DEREK DAVIS EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $164K |
| MILLIMAN INC. EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $130K |
| KISHOR MANCHIKALAPATI EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| SPIVAK LIPTON LLP EIN 13-3494495 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| DAWN NEDD EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $64K |
| WILMINGTON TRUST CO INST'L RET SVCS EIN 51-0055023 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | — | $61K |
| PATRICE SACKS EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| ALEJANDRA VEGA-ROJAS EIN 13-2643045 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $40K |
| NICHOLAS I. MARTIN NONE | Consulting (pension); Direct payment from the plan Service code 17 | 845 SHERIDAN RD WILMETTE, IL 60091 | $28K |
| GALLAGHER FIDUCIARY ADVISORS, LLC EIN 36-4291971 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $17K |
| ADMINISTRATIVE SERVICES ONLY, INC EIN 11-2995970 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $14K |
| JENNIFER K SCHECTER, PLLC EIN 27-2903393 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
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 | 1,174 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,174 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 568 | $2.3M |
| Dental | AETNA LIFE INSURANCE COMPANY | 568 | $2.3M |
| Vision | AETNA LIFE INSURANCE COMPANY | 568 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 568 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.