See 7 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 4 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS- NJ EIN 52-1590516 SERVICES RELATED PLAN | Contract Administrator Service code 13 | — | $960K |
| EMPIRE HEALTHCHOICE ASSURANCE, INC. EIN 23-7391136 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Float revenue; Other services Service code 12 | — | $437K |
| ZENITH AMERICAN SOLUTIONS- PA EIN 52-1590516 SERVICES RELATED PLAN | Claims processing Service code 12 | — | $409K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $83K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Consulting (general) Service code 11 | — | $66K |
| MED REVIEW, INC. EIN 13-3240352 NONE | Claims processing Service code 12 | — | $48K |
| KLEIN ZELMAN ROTHERMEL JACOBS SCHES EIN 13-2998136 SERVICES RELATED PLAN | Legal Service code 29 | — | $45K |
| BUCHBINDER TUNICK & COMPANY LLP EIN 13-1578842 SERVICES RELATED PLAN | Accounting (including auditing) Service code 10 | — | $36K |
| AMALGAMATED BANK EIN 13-4920330 SERVICES RELATED PLAN | Custodial (securities) Service code 19 | — | $22K |
| SEGAL MARCO ADVISORS, INC. EIN 13-2646110 NONE | Investment management fees paid directly by plan Service code 51 | — | $15K |
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 | 1,372 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,372 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | EMBLEMHEALTH | 86 | $578K |
| Dental(2 contracts, 2 carriers) | UNITED CONCORDIA INSURANCE COMPANY | 357 | $139K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 813 | $64K |
| Stop-loss / reinsurancereinsurance | SIRIUS AMERICA INSURANCE COMPANY | 1,372 | $1.2M |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 813 | $64K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,372 | — |
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 broker changed. The plan may take a second-look pitch.
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.