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 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 |
|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | 377 BROADWAY NEW YORK, NY 10013 | $177K |
| KATHLEEN KREINBIHL EIN 13-6210566 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 817 OLD CUTTER MILL ROAD GREAT NECK, NY 11021 | $113K |
| DAVISVISION EIN 11-3051991 NONE | Direct payment from the plan; Other services Service code 49 | 159 EXPRESS STREET PLAINVIEW, NY 11803 | $96K |
| CHRISTINE O'DONNELL EIN 13-6210566 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 817 OLD CUTTER MILL ROAD GREAT NECK, NY 11021 | $84K |
| MARJORIE MARKLIN EIN 13-6210566 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | 817 OLD CUTTER MILL ROAD GREAT NECK, NY 11021 | $81K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general); Insurance brokerage commissions and fees; Actuarial Service code 11 | ONE PARK AVENUE NEW YORK, NY 10016 | $37K |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS EIN 22-2951202 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 340 NORTH AVENUE CRANFORD, NJ 07016 | $35K |
| CAPITAL ASSET ADVISORS EIN 06-1218195 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 1029 FRIENDLY ROAD OYSTER BAY, NY 11771 | $25K |
| VASCULAR DIAGNOSTICS EIN 11-2494775 NONE | Other services; Direct payment from the plan Service code 49 | 41 61 KISSENA BLVD. FLUSHING, NY 11355 | $21K |
| US BANK EIN 31-0841368 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | 2204 LAKESHORE DRIVE BIRMINGHAM, AL 35209 | $16K |
| FRIEDMAN & ANSPACH EIN 13-3403675 NONE | Legal; Direct payment from the plan Service code 29 | 1500 BROADWAY NEW YORK, NY 10036 | $15K |
| LYNCH & MURRAY, CPA EIN 22-3352529 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 32 BAY AVENUE BLOOMFIELD, NJ 07003 | $13K |
| NICHOLAS BERTO EIN 13-6210566 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | 817 OLD CUTTER MILL ROAD GREAT NECK, NY 11021 | $12K |
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 | 717 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 83 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 30 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 830 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 1,573 | $19.3M |
| Dental | AETNA LIFE INSURANCE CO. | 1,573 | $19.3M |
| Life insurance | AETNA LIFE INSURANCE CO. | 1,573 | $19.3M |
| Other(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 1,573 | $19.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,573 | — |
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 comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.