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 |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC EIN 27-7391136 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Direct payment from the plan; Other services Service code 12 | — | $3.0M |
| CONGRESS ASSET MANAGEMENT COMPANY EIN 04-2848965 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $318K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 AUDITOR | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | — | $207K |
| WILLIAM FARANDA EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $205K |
| SELEDENT, INC. EIN 11-3310187 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $190K |
| KATHRYN FISLER EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $148K |
| SANDRA CHIN EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $136K |
| STACEY BRAUN ASSOCIATES, INC. EIN 13-2889432 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $112K |
| PITTA & GIBLIN, LLP EIN 26-3852082 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $103K |
| CVS HEALTH EIN 75-2882129 NONE | Claims processing Service code 12 | — | $98K |
| DATAPRISE, INC EIN 52-1920434 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $94K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $94K |
| ANNETTE HASSELL EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| MPC CAPITAL ADVISORS, LLC EIN 27-2136582 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $80K |
| PROSKAUER ROSE, LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $64K |
| MARGARITA IONESCU EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| JUDITH LOZANO EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| MILIAGROS RIVERA EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| ROSE GOLDMAN EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $58K |
| JP MORGAN CHASE EIN 13-4994650 NONE | Custodial (securities); Direct payment from the plan; Float revenue; Other investment fees and expenses Service code 19 | — | $35K |
| KMR SYSTEMS CORPORATION EIN 13-3192128 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $34K |
| CHRISTOPHER POLLARD EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $19K |
| DSS INC. EIN 23-2826293 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $7K |
| SEGAL SELECT INSURANCE SERVICES INC | Insurance brokerage commissions and fees Service code 53 | — | $6K |
| SEGAL SELECT INSURANCE SERVICES EIN 13-2988846 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 5,159 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,074 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,233 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AMERICAN ALTERNATIVE INSURANCE CORPORATION | 5,372 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,372 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.