See 2 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS (G1921) EIN 23-7391136 NONE | Claims processing; Contract Administrator; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 12 | — | $2.4M |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Other fees; Contract Administrator; Claims processing Service code 12 | — | $1.4M |
| VITECH SYSTEMS GROUP EIN 13-3785492 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $172K |
| ROGER ROSS EIN 13-6211854 NONE | Employee (plan) Service code 30 | — | $80K |
| JAMES C. WHITE EIN 13-6211854 NONE | Employee (plan) Service code 30 | — | $61K |
| LOUISE FURIO EIN 13-6211854 NONE | Employee (plan) Service code 30 | — | $60K |
| INTEGRITY PHARMACEUTICAL ADVISORS, EIN 45-3047652 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $60K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $50K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $49K |
| FRANCES MCCANN EIN 13-6211854 NONE | Employee (plan) Service code 30 | — | $40K |
| TIMOTHY POWERS EIN 13-6211854 NONE | Employee (plan) Service code 30 | — | $39K |
| LAPADULA, CARLSON & CO. CPA EIN 65-0292391 NONE | Accounting (including auditing) Service code 10 | — | $34K |
| SABINA WRIGHT EIN 13-6211854 NONE | Employee (plan) Service code 30 | — | $32K |
| SEAN DRISCOLL EIN 13-6211854 NONE | Employee (plan) Service code 30 | — | $28K |
| NTIVA, INC. EIN 20-2106015 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $16K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Consulting fees; Investment management fees paid directly by plan Service code 27 | — | $16K |
| CHUBB & SON EIN 13-1963496 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $14K |
| COLLERAN, O'HARA & MILLS L.L.P. EIN 11-2940050 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| STEIN & STEIN ATTORNEYS AT LAW, PC EIN 11-3229754 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
| SEGAL SELECT INSURANCE | Insurance brokerage commissions and fees Service code 53 | — | $9K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $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 | 3,110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 179 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 3,289 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 7,477 | $4.3M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,159 | $343K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 3,159 | $343K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,477 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.