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 | Contract Administrator; Other services; Claims processing; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.4M |
| CONGRESS ASSET MANAGEMENT COMPANY EIN 04-2848965 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $716K |
| WILLIAM FARANDA EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $268K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 AUDITOR | Accounting (including auditing); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $207K |
| SANDRA CHIN EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $200K |
| DEREK DAVIS EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $191K |
| SELEDENT INC EIN 11-3310187 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $186K |
| PROSKAUER ROSE LLP EIN 13-1840454 NONE | Legal; Direct payment from the plan Service code 29 | — | $163K |
| 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 | — | $157K |
| MPC CAPITAL ADVISORS LLC EIN 27-2136582 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $139K |
| SILVERCREST ASSET MANAGEMENT GROUP EIN 13-4194623 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $130K |
| ANNETTE HASSELL EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $115K |
| STACEY BRAUN ASSOCIATES INC EIN 13-2889432 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Investment management fees paid indirectly by plan Service code 28 | — | $110K |
| MABEL LAU EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $103K |
| DATAPRISE INC EIN 52-1920434 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $102K |
| OPTUMRX, INC EIN 33-0441200 NONE | Direct payment from the plan; Float revenue; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $97K |
| PITTA LLP EIN 26-3852082 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $89K |
| MARGARITA IONESCU EIN 13-6674743 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $74K |
| JUDITH LOZANO EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| MILAGROS RIVERA EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| JP MORGAN CHASE EIN 13-4994650 NONE | Custodial (securities); Float revenue; Other investment fees and expenses; Direct payment from the plan Service code 19 | — | $62K |
| OPTUMRX, INC. | Other fees Service code 99 | — | $49K |
| RACHEL MARTINELLI EIN 13-6674743 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $45K |
| KMR SYSTEMS CORPORATION EIN 13-3192128 NONE | Consulting fees; Direct payment from the plan Service code 50 | — | $43K |
| SEGAL SELECT INSURANCE SERVICES INC | Insurance brokerage commissions and fees Service code 53 | — | $10K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Consulting (general); Insurance brokerage commissions and fees 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 | 5,335 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,296 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,631 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 1,254 | $2.5M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 5,590 | $4.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,590 | — |
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."
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.