See 3 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC EIN 13-2889432 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 377 BROADWAY NEW YORK, NY 10013 | $36K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 22-3502478 NONE | Investment management fees paid directly by plan; Actuarial Service code 11 | 9000 MIDLANTIC DRIVE, SUITE 100 MT LAUREL, NJ 08054 | $34K |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS A EIN 22-2951202 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $30K |
| SUMMIT ACTUARIAL SERVICES LLC EIN 77-0645890 NONE | Consulting (general); Investment management fees paid directly by plan Service code 16 | 11 RACQUET ROAD NEWBURGH, NY 12550 | $19K |
| WILMINGTON TRUST EIN 81-4430771 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $14K |
| BARNES, IACCARINO & SHEPHERD, LLP EIN 11-2450206 NONE | Legal; Direct payment from the plan Service code 29 | 3 SURREY LANE HEMPSTED, NY 11550 | $13K |
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 | 181 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 95 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 276 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | THE UNION LABOR LIFE INSURANCE COMPANY | 438 | $245K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 175 | $219K |
| Other(2 contracts, 2 carriers) | SIERRA HEALTH & LIFE INSURANCE COMPANY, INC. | 438 | $455K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 438 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.