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 2 contract rows 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 4 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 |
|---|---|---|---|
| BLUECROSS BLUE SHIELD OF TEXAS EIN 36-1236610 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $346K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Investment advisory (plan); Other investment fees and expenses; Direct payment from the plan; Securities brokerage; Securities brokerage commissions and fees Service code 27 | — | $288K |
| MORGAN STANLEY AIP GL LP EIN 23-3060887 NONE | Other investment fees and expenses; Securities brokerage commissions and fees; Securities brokerage; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $235K |
| MCCONNELL & JONES LLP EIN 76-0488832 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| VOYA INVESTMENT MANAGEMENT EIN 06-0888148 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $23K |
| STATE STREET BANK & TRUST COMPANY EIN 04-1867445 NONE | Trustee (directed); Investment management; Float revenue; Custodial (securities); Investment management fees paid indirectly by plan; Direct payment from the plan Service code 19 | — | $21K |
| CLEARWATER ANALYTICS EIN 42-1658172 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $10K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $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 | 390 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 434 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 824 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 737 | $413K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 412 | $1.4M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 412 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 737 | — |
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."
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.