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 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 |
|---|---|---|---|
| MANNING & NAPIER ADVISORS, INC. EIN 16-0995736 NONE | Investment management Service code 28 | — | $111K |
| BLITMAN & KING EIN 16-1047304 ATTORNEY | Legal Service code 29 | — | $32K |
| STEPHANIE YOUNG EIN 16-0839767 EMPLOYEE | Employee (plan) Service code 30 | — | $30K |
| KRIS VANFLEET EIN 16-0839767 EMPLOYEE | Employee (plan) Service code 30 | — | $29K |
| MENGEL METZGER BARR & CO. LLP EIN 16-1092347 ACCOUNTANT | Accounting (including auditing) Service code 10 | — | $26K |
| ASB CAPITAL COMPANY EIN 80-0618452 NONE | Other investment fees and expenses Service code 72 | — | $18K |
| INVESCO EIN 26-6399613 NONE | Other investment fees and expenses Service code 72 | — | $15K |
| JOSEPH MCCARTHY & ASSOCIATES EIN 16-1120588 NONE | Accounting (including auditing) Service code 10 | — | $5K |
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 | 228 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 72 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 300 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INS. CO. | 291 | $20K |
| Stop-loss / reinsurancereinsurance | EXCELLUS BLUE CROSS BLUE SHIELD | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 291 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.