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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $955K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $90K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $76K |
| TOCQUEVILLE ASSET MANAGEMENT EIN 13-3547557 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $60K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $56K |
| DULCE M. GARCIA EIN 13-5603868 EMPLOYEE | Employee (plan) Service code 30 | — | $55K |
| SHARON HUANG EIN 13-5603868 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| CAROL A. FRANKLIN EIN 13-5603868 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| D.D. SERVICES, INC. EIN 11-2705347 NONE | Direct payment from the plan; Claims processing; Plan Administrator Service code 12 | — | $39K |
| C AND S CONSULTING EIN 87-2270288 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $37K |
| WESTERN ASSET MANAGEMENT CO. NONE | Investment management; Direct payment from the plan Service code 28 | 385 EAST COLORADO BLVD. PASADENA, CA 91101 | $36K |
| JEANIEVETT H. LARKINS EIN 13-5603868 EMPLOYEE | Employee (plan) Service code 30 | — | $32K |
| OPTUMRX, INC EIN 33-0441200 NONE | Direct payment from the plan; Float revenue; Claims processing; Other fees Service code 12 | — | $31K |
| QUAN-VEST CONSULTANTS, INC. EIN 11-2559669 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $20K |
| LSV ASSET MANAGEMENT EIN 23-2772200 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| O'SULLIVAN ASSOCIATES EIN 20-8199367 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $15K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $7K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $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 | 1,221 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | AMALGAMATED LIFE INSURANCE COMPANY | 1,032 | $67K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,200 | $267K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,200 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.