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 4 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 3 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 |
|---|---|---|---|
| R. BASULTO EIN 13-5520944 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $154K |
| ANTHEM HEALTHCHOICE ASSURANCE, INC. EIN 23-7391136 NONE | Direct payment from the plan; Float revenue; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing Service code 12 | — | $138K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $122K |
| P. KIERNAN EIN 13-5520944 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $101K |
| S. D FREDA EIN 13-5520944 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $99K |
| BENESYS, INC. EIN 38-2383171 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $48K |
| THE SEGAL CO (EASTERN STATES), INC. EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $43K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Other fees; Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $39K |
| CYBERSECOP EIN 82-5102442 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $37K |
| LABOR FIRST, LLC EIN 06-1750191 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $21K |
| COLLERAN, O'HARA & MILLS LLP EIN 11-2940050 LEGAL | Legal; Direct payment from the plan Service code 29 | — | $21K |
| INTERNATIONAL FOUNDATION OF EMPLOYE NONE | Other services; Direct payment from the plan Service code 49 | 18700 W. BLUEMOUND RD BROOKFIELD, WI 53045 | $15K |
| GUARDIAN LIFE INSURANCE EIN 13-5123390 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $14K |
| GREGORY MATTHEW WEALTH MANAGEMENT EIN 11-3600438 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
| PAYCHEX EIN 16-1124166 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
| SEGAL SELECT INSURANCE SVCS, INC. EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $1K |
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 | 190 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 101 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | ANTHEM LIFE AND DISABILITY INS CO | 283 | $30K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 220 | $375K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 283 | — |
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.