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History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe primary broker changed. The plan may listen to a new pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 6 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,192 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 202 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 399 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,793 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM BLUE CROSS AND BLUE SHIELD | 1,617 | $56K |
| Vision | ANTHEM BLUE CROSS AND BLUE SHIELD | 1,617 | $56K |
| Life insurance | COMPANION LIFE INSURANCE COMPANY | 1,693 | $205K |
| Short-term disability | MUTUAL OF OMAHA INSURANCE COMPANY | 1,094 | $505K |
| Long-term disability | MUTUAL OF OMAHA INSURANCE COMPANY | 1,101 | $355K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE CO. | 1,112 | $680K |
| Other | MUTUAL OF OMAHA INSURANCE COMPANY | 1,107 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,693 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 23-7391136 | Claims processing; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services Service code 12 | — | $592K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Plan Administrator; Claims processing Service code 12 | — | $476K |
| SEI INVESTMENT MANAGEMENT CORP. EIN 23-1707341 NONE | Custodial (securities); Contract Administrator Service code 13 | — | $346K |
| MARSHALL & STERLING EMPLOYEE BENEFI EIN 14-1769291 | Claims processing Service code 12 | — | $307K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal Service code 29 | — | $182K |
| KEYBANK NATIONAL ASSOCIATION EIN 34-1974250 NONE | Custodial (securities); Shareholder servicing fees Service code 19 | — | $59K |
| TEAL, BECKER AND CHIARAMONTE, CPAS EIN 14-1624930 NONE | Accounting (including auditing) Service code 10 | — | $47K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 27-3666661 NONE | Actuarial Service code 11 | — | $25K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| BLITMAN & KING LLP EIN 16-1047304 NONE | Legal Service code 29 | — | $8K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025