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 2 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 2 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 |
|---|---|---|---|
| AMO MASTER OPERATING TRUST EIN 20-0406498 RELATED ORGANIZATION | Direct payment from the plan; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.7M |
| AMERICAN BENEFIT CORPORATION EIN 55-0672859 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.6M |
| UMR, INC. EIN 39-1995276 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $568K |
| DR. ALVARO OCAMPO EIN 27-4801605 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $189K |
| BOND BEEBE EIN 52-1044197 AUDITOR FOR RELATED PLANS | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $156K |
| TECH PLUS SYSTEMS EIN 13-3599440 CONSULT FOR RELATED PLANS | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan Service code 15 | — | $73K |
| COMPREHENSIVE HEALTH SERVICES EIN 52-1044628 NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | — | $67K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $63K |
| SCIENCE OF FITNESS, INC. EIN 03-0437504 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $47K |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 ACTUARY FOR RELATED PLAN | Direct payment from the plan; Actuarial Service code 11 | — | $28K |
| ALLYFIT, INC EIN 46-5061151 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $25K |
| QUEST DIAGNOSTICS, INC EIN 38-2084239 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $24K |
| BINDU BROS, INC. EIN 47-4014495 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $18K |
| NATIONAL HEALTH CARE ACCESS EIN 34-1671824 NONE | Consulting (general); Consulting fees; Direct payment from the plan; Insurance brokerage commissions and fees Service code 16 | — | $17K |
| KENNETH MILLER, MD NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | 6392 SNOWBERRY LANE NIWOT, CO 80503 | $12K |
| COMPANION GLOBAL HEALTHCARE EIN 20-8620404 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $11K |
| UNIVERSITY SERVICES EIN 23-2584933 NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $6K |
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 | 2,800 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,135 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,935 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 3,178 | $228K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,178 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.