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 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 |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $9.5M |
| ANTHEM BLUE CROSS & BLUE SHIELD EIN 31-1440175 NONE | Direct payment from the plan; Other services; Float revenue; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $4.0M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $2.5M |
| MAGELLAN HEALTH SERVICES EIN 52-2135463 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $996K |
| MERCER EIN 20-1932099 NONE | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $974K |
| HEALTHWAYS NONE | Consulting (general); Direct payment from the plan Service code 16 | 701 COOL SPRINGS BLVD FRANKLIN, TN 37067 | $545K |
| WILLIS TOWERS WATSON ACTUARY SERVIC EIN 53-0181291 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $455K |
| EDINBURGH NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Securities brokerage commissions and fees Service code 28 | — | $370K |
| NISA INVESTMENT ADVISORS EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $318K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (securities); Valuation (appraisals, etc.); Custodial (other than securities); Account maintenance fees; Trustee (directed); Other services; Trustee (bank, trust company, or similar financial institution); Float revenue; Named fiduciary; Direct payment from the plan Service code 18 | — | $286K |
| SANDS CAPITAL EIN 20-2830751 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $264K |
| VONTOBEL NONE | Investment management; Soft dollars commissions; Direct payment from the plan; Redemption fees Service code 28 | — | $251K |
| TEMPLETON INVESTMENT COUNCIL LLC EIN 94-3385113 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Soft dollars commissions Service code 28 | — | $236K |
| WELLINGTON TRUST COMPANY EIN 04-2683227 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $174K |
| JP MORGAN INVESTMENT MANAGEMENT INC EIN 13-3200244 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $158K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $83K |
| AON EIN 36-3051915 NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | — | $75K |
| TOWERS WATSON INVESTMENT SERVICES EIN 52-1868818 NONE | Consulting (general); Consulting fees; Direct payment from the plan; Investment advisory (plan) Service code 16 | — | $75K |
| KOHLBERG ASSOCIATES EIN 20-1147041 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $37K |
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 | 17,188 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16,910 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 34,098 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | FIRSTCARE HEALTH PLANS | 362 | $1.7M |
| Other | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | 740 | $8.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 740 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.