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 9 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXCELLUS EIN 15-0329043 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $228K |
| BONADIO & CO. LLP EIN 16-1131146 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $63K |
| MINDY LACLAIR EIN 16-0760551 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 27-3666661 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $60K |
| BLITMAN & KING EIN 16-1047304 NONE | Direct payment from the plan; Legal Service code 29 | — | $54K |
| RICHARD ROWE EIN 16-0760551 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| MANNING & NAPIER ADVISORS, INC. EIN 16-0995736 INVESTMENT MANAGER | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $31K |
| LIFETIME BENEFIT SOLUTIONS THIRD PARTY ADMINISTRATOR | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 70 METRO PARK ROCHESTER, NY 14623 | $19K |
| KARPUS INVESTMENT MANAGER | Investment management; Direct payment from the plan Service code 28 | 183 SULLYS TRAIL PITTSFORD, NY 14534 | $9K |
| DAVIS VISION EIN 11-3051991 THIRD PARTY ADMINISTRATOR | Direct payment from the plan; Claims processing Service code 12 | — | $8K |
| SAGE INVESTMENT MANAGER | Direct payment from the plan; Investment management Service code 28 | 5900 SOUTHWEST PKWY UNIT 1 AUSTIN, TX 78735 | $6K |
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 | 450 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 450 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | EXCELLUS BLUECROSS BLUESHIELD | 133 | $930K |
| Vision(2 contracts) | DAVIS VISION | 997 | $104K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 410 | $13K |
| Prescription drug(4 contracts) | EXCELLUS BLUECROSS BLUESHIELD | 133 | $922K |
| Stop-loss / reinsurancereinsurance | EXCELLUS BLUECROSS BLUESHIELD | 356 | $135K |
| Other | HARTFORD LIFE AND ACCIDENT | 410 | $13K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 997 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.