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 1 contract row 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 |
|---|---|---|---|
| MICHAEL WIEDERHOLD EIN 13-6162367 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $90K |
| MARIAN OCONNOR EIN 13-6162367 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| EISNER & DICTOR P.C. EIN 13-3062532 UNION ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $36K |
| WILLIAM SIMPKINS EIN 13-6162367 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $32K |
| BLACKROCK INVESTMENT MANAGEMENT, LL EIN 20-5319476 UNION INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $30K |
| GOULD, KOBRICK & SCHLAPP EIN 13-3082707 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | — | $25K |
| SYNTONIC SYSTEMS EIN 13-2925049 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $23K |
| MSI TECHNOLOGIES LLC NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $9K |
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 | 591 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 366 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 957 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 10 | $138K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.