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 3 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 |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $199K |
| DANIEL H. COOK ASSOCIATES, INC. EIN 11-2424843 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $124K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $46K |
| KAUFF MCGUIRE & MARGOLIS LLP EIN 13-3573855 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| BROWN AND BROWN NONE | Direct payment from the plan; Actuarial Service code 11 | 125 EAST ELM STREET, SUITE 210 CONSHOHOCKEN, PA 19428 | $32K |
| HERCULES HEALTH TECHNOLOGIES NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 320 BOSTON POST ROAD, SUITE 250 DARIEN, CT 06820 | $19K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $18K |
| NEW ENGLAND PENSION CONSULTANTS EIN 26-1429809 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $5K |
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 | 211 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 214 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 619 | $87K |
| Short-term disability | AMALGAMATED LIFE INSURANCE COMPANY | 210 | $78K |
| Stop-loss / reinsurancereinsurance | EVEREST REINSURANCE COMPANY | 229 | $516K |
| Other | AMALGAMATED LIFE INSURANCE COMPANY | 210 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 619 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.