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 2 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 |
|---|---|---|---|
| COMPREHENSIVE BENEFITS EIN 11-3056825 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $300K |
| MYCIO WEALTH PARTNERS LLC EIN 20-2611371 NONE | Consulting (general); Direct payment from the plan; Investment advisory (plan); Consulting fees; Investment management; Investment management fees paid directly by plan Service code 16 | — | $115K |
| BDO USA, P.C. EIN 13-5381590 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $39K |
| DICKINSON-WRIGHT PLCC EIN 38-1364333 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| DONNA DOYLE EIN 20-7392576 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $12K |
| JOHN BLACK EIN 20-7392576 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $8K |
| TIMOTHY ZORN EIN 20-7392576 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $8K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,141 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,141 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 1,373 | $1.9M |
| Prescription drug(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 1,373 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,373 | — |
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.