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 5 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 5 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 |
|---|---|---|---|
| BUSINESSSOLVER EIN 42-1503807 NONE | Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 13 | 1025 ASHWORTH ROAD, SUITE 101 WEST DES MOINES, IA 50265 | $316K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Trustee (directed); Other services; Named fiduciary; Account maintenance fees; Custodial (other than securities); Trustee (bank, trust company, or similar financial institution); Custodial (securities); Valuation (appraisals, etc.); Shareholder servicing fees; Float revenue Service code 18 | 240 GREENWICH ST NEW YORK, NY 10286 | $71K |
| MERCER EIN 20-1932099 NONE | Participant communication; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | $10K |
| WILLIS TOWERS WATSON ACTUARIAL SERV EIN 53-0181291 NONE | Consulting fees; Direct payment from the plan; Consulting (pension); Actuarial Service code 11 | 775 YARD ST COLUMBUS, OH 43212 | $9K |
| PARMS + COMPANY LLC EIN 01-0548473 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 400 S 5TH ST, STE 220 COLUMBUS, OH 43215 | $185 |
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 | 16,775 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,158 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 391 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 31,324 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(5 contracts, 2 carriers) | MINNESOTA LIFE INSURANCE COMPANY | 31,324 | $37.8M |
| Other(2 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 31,324 | $34.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 31,324 | — |
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."
No prospect flags tripped on this filing.