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 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 |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC EIN 23-7391136 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan; Other services; Contract Administrator Service code 12 | — | $2.4M |
| CONGRESS ASSET MANAGEMENT COMPANY EIN 04-2848965 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $630K |
| WILLIAM FARANDA EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $256K |
| 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 | — | $226K |
| SELEDENT INC EIN 11-3310187 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $220K |
| SANDRA CHIN EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $194K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Actuarial; Insurance brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 11 | — | $192K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $188K |
| KATHRYN FISLER EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $169K |
| MPC CAPITAL ADVISORS LLC EIN 27-2136582 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $132K |
| SILVERCREST ASSET MANAGEMENT GROUP EIN 13-4194623 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $118K |
| STACEY BRAUN ASSOCIATES INC EIN 13-2889432 INVESTMENT MANAGER | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $111K |
| ANNETTE HASSELL EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $108K |
| DATAPRISE INC EIN 52-1920434 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $104K |
| PITTA LLP EIN 26-3852082 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $100K |
| MARGARITA IONESCU EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| MABEL LAU EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| JUDITH LOZANO EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| OPTUMRX, INC EIN 33-0441200 NONE | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $68K |
| MILAGROS RIVERA EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| KMR SYSTEMS CORPORATION EIN 13-3192128 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $56K |
| DEREK DAVIS EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| RACHEL MARTINELLI EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $42K |
| JP MORGAN CHASE EIN 13-4994650 NONE | Direct payment from the plan; Other investment fees and expenses; Float revenue; Custodial (securities) Service code 19 | — | $35K |
| GREATLAND CORPORATION EIN 38-2099803 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $15K |
| SEGAL SELECT INSURANCE SERVICES INC | Insurance brokerage commissions and fees Service code 53 | — | $13K |
| OPTUMRX, INC. | Other fees Service code 99 | — | $0 |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Consulting (general) Service code 16 | — | $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 | 5,252 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,250 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,502 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 1,209 | $2.5M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 5,519 | $3.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,519 | — |
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.
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.