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 |
|---|---|---|---|
| UHY ADVISORS, INC. EIN 14-1555429 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 14 | ONE HUDSON CITY CENTRE STE 204 HUDSON, NY 12534 | $21K |
| HOLM & OHARA LLP EIN 13-3591118 NONE | Legal Service code 29 | 3 WEST 35TH STREET 9TH FLOOR NEW YORK, NY 10001 | $17K |
| BPAS ACTUARIAL & PENSION SERVICES NONE | Insurance agents and brokers; Actuarial; Insurance brokerage commissions and fees Service code 11 | 706 N CLINTON STREET SUITE 200 SYRACUSE, NY 13204 | $14K |
| GOULD, KOBRICK, & SCHLAPP EIN 13-3082707 NONE | Accounting (including auditing) Service code 10 | 192 LEXINGTON AVENUE SUITE 700 NEW YORK, NY 10016 | $6K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE | Investment advisory (plan); Other investment fees and expenses; Direct payment from the plan Service code 27 | — | $2K |
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 | 7 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS AND BLUE SHIELD, INC. (G1921) | 7 | $89K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.