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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PATRICIA REDHEAD EIN 16-6148181 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $86K |
| BLITMAN & KING LLP EIN 16-1047304 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| BRENDA DANN EIN 16-6148181 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| ANGELA CHAMPION EIN 16-6148181 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $28K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan Service code 13 | 151 FARMINGTON AVE HARTFORD, CT 06156 | $27K |
| BONADIO & CO., LLP EIN 16-1131146 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
| TPA CONSULTING SERVICES EIN 81-1341202 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| O'SULLIVAN ASSOCIATES EIN 22-1837827 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $10K |
| TRUDY SWAN EIN 16-6148181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $10K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $7K |
| JOSEPH W. MCCARTHY AND ASSOCIATES EIN 16-1120588 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $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 | 248 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 0 | $23K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 0 | $23K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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 primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.