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 1 broker row. $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 |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $1.1M |
| SAVEONSP, LLC NONE | Other services; Direct payment from the plan Service code 49 | 611 JAMISON RD SUITE 201 ELMA, NY 14059 | $312K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $166K |
| EXPRESS SCRIPTS INC EIN 43-1420563 NONE | Claims processing; Other services; Direct payment from the plan Service code 12 | — | $152K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $138K |
| SPIVAK LIPTON, LLP EIN 13-3494495 NONE | Legal; Direct payment from the plan Service code 29 | — | $73K |
| THE SEGAL COMPANY | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $60K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $56K |
| DUCENTA SQUARED ASSET MANAGEMENT EIN 85-0584508 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $33K |
| SEGAL SELECT INSURANCE SERVICES,INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $17K |
| GALLAGHER FIDUCIARY ADVISORS, LLC EIN 36-4291971 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $15K |
| SYNTONIC SYSTEMS, INC EIN 13-2925049 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $15K |
| COMREHENSIVE CONSULTING SOLUTIONS EIN 52-2099008 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $11K |
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 | 2,148 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 826 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,974 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 2,148 | $2.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,148 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.