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.
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 |
|---|---|---|
PPOHealthDentalVision | PPOHealthDentalVision | |
LifeOther | LifeOther | |
Stop-loss | Stop-loss |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 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 | 1,869 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8,215 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,084 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 548 | $1.1M |
| Dental | AETNA LIFE INSURANCE CO. | 548 | $1.1M |
| Vision | AETNA LIFE INSURANCE CO. | 548 | $1.1M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 9,598 | $4.4M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 3,533 | $2.2M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 9,598 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,598 | - |
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 |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC EIN 65-1205077 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Copying and duplicating; Participant communication; Claims processing Service code 10 | — | $3.2M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $1.3M |
| HORIZON ACTUARIAL SERVICES EIN 26-1370698 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $360K |
| PROGYNY INC NONE | Claims processing; Direct payment from the plan Service code 12 | 1359 BROADWAY FL 2 NEW YORK, NY 10018 | $309K |
| NAVITUS HEALTH SOLUTIONS EIN 04-3608530 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $295K |
| LATHAM & WATKINS LLP NONE | Legal; Direct payment from the plan Service code 29 | 1271 AVENUE OF THE AMERICAS NEW YORK, NY 10020 | $260K |
| BREDHOFF & KAISER PLLC EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $247K |
| MORGAN LEWIS & BOCKIUS LLP EIN 23-0891049 NONE | Legal; Direct payment from the plan Service code 29 | — | $227K |
| WESTERN ASSET MANAGEMENT CO EIN 92-2705767 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $172K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $83K |
| DOYLE PRINTING CO EIN 53-0191325 NONE | Other services; Direct payment from the plan Service code 49 | — | $72K |
| PROPEER RESOURCES LLC EIN 35-2559074 NONE | Direct payment from the plan; Other services Service code 49 | — | $61K |
| HEALTHLINX NONE | Direct payment from the plan; Other services Service code 49 | 833 EAST PIONEER ROAD UNIT 103 DRAPER, UT 84020 | $60K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $40K |
| STATE STREET BANK AND TRUST COMPANY EIN 81-4017137 NONE | Trustee (bank, trust company, or similar financial institution); Custodial (securities); Investment management fees paid directly by plan; Custodial (other than securities) Service code 18 | — | $22K |
| TRUHEARING NONE | Claims processing; Direct payment from the plan Service code 12 | 12936 S FRONTRUNNER BLVD DRAPER, UT 84020 | $13K |
| FIFTH THIRD BANK NONE | Other services; Direct payment from the plan Service code 49 | 38 FOUNTAIN SQUARE PLAZA CINCINNATI, OH 45263 | $12K |
| SCHAEFER PRINTING COMPANY EIN 34-0510730 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $12K |
| E. JOHN SCHMITZ & SONS, INC. EIN 52-0569969 NONE | Other services; Direct payment from the plan; Copying and duplicating Service code 36 | — | $10K |
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.
1 contact
10 filings · 2016 to 2025