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 10 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 6 broker rows. $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 |
|---|---|---|---|
| WELLINGTON TRUST COMPANY, N.A. EIN 04-2755549 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $511K |
| WELLS FARGO BANK, N.A. EIN 41-6257133 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $156K |
| GALLIARD CAPITAL MANAGEMENT, INC. EIN 41-1813702 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $149K |
| LSV ASSET MANAGEMENT NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 155 N. WACKER DRIVE, SUITE 4600 CHICAGO, IL 60606 | $99K |
| STATE STREET BANK AND TRUST COMPANY NONE | Investment management fees paid directly by plan; Investment management Service code 28 | ONE LINCOLN STREET, 8TH FLOOR BOSTON, MA 02111 | $58K |
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 | 452 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,269 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 23 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,744 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 3 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,492 | $25.3M |
| Dental(3 contracts) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 947 | $9.1M |
| Vision(3 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 894 | $991K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 496 | $533K |
| Prescription drug(2 contracts) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 947 | $8.8M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 496 | $893K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,492 | — |
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."
No prospect flags tripped on this filing.