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 |
|---|---|---|---|
| MORGAN STANLEY AIP GL LP EIN 23-3060887 NONE | Securities brokerage commissions and fees; Securities brokerage; Direct payment from the plan; Other investment fees and expenses; Investment advisory (plan) Service code 27 | — | $323K |
| BLUECROSS BLUE SHIELD OF TEXAS EIN 36-1236610 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $315K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Direct payment from the plan; Investment advisory (plan); Securities brokerage; Securities brokerage commissions and fees; Other investment fees and expenses Service code 27 | — | $198K |
| VOYA INVESTMENT MANAGEMENT EIN 06-0888148 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $25K |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Other fees; Trustee (directed); Investment management; Float revenue; Direct payment from the plan Service code 25 | — | $22K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $13K |
| CLEARWATER ANALYTICS EIN 42-1658172 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $8K |
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 | 724 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 488 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,385 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,385 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.