Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
LifeOther | LifeOther | |
HealthRxHMO | HealthRxHMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 7,890 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,890 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLANS INC. | 1 | $8K |
| Life insurance(4 contracts) | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 3,686 | $15.0M |
| Prescription drug | KAISER FOUNDATION HEALTH PLANS INC. | 1 | $8K |
| Other | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | 22 | $210 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,686 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA NONE | Direct payment from the plan; Claims processing Service code 12 | P.O. BOX 88863 CHICAGO, IL 60695 | $1.0M |
| ALIGHT SOLUTIONS NONE | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 4 OVERLOOK POINT #4OP LINCOLNSHIRE, IL 60069 | $524K |
| SAVE ON SP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 40 LA RIVIER DR, SUITE 310, BUFFALO, NY 14202 | $193K |
| ANTHEM BLUE CROSS AND BLUE SHIELD NONE | Direct payment from the plan; Claims processing Service code 12 | 4361 IRWIN SIMPSON ROAD MASON, OH 45040 | $171K |
| HEALTH EQUITY NONE | Contract Administrator; Direct payment from the plan Service code 13 | 15 W SCENIC POINTE DR, SUITE 100 DRAPER, UT 84020 | $139K |
| AON NONE | Direct payment from the plan; Consulting (general) Service code 16 | 29695 NETWORK PLACE CHICAGO, IL 606731296 | $109K |
| NEPC, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 255 STATE STREET BOSTON, MA 02109 | $42K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
7 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025