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 4 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 |
|---|---|---|---|
| REHN & ASSOCIATES, INC. EIN 91-1008626 NONE | Direct payment from the plan; Contract Administrator; Copying and duplicating; Account maintenance fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Recordkeeping fees; Claims processing Service code 10 | — | $114K |
| GALLAGHER BENEFIT SERVICES, INC. NONE | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | 221 N WALL STREET, SUITE 201 SPOKANE, WA 99201 | $47K |
| SCHOEDEL & SCHOEDEL CPAS, PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $9K |
| KATTEN MUCHIN ROSENMAN, LLP EIN 36-2796532 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 2,741 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,741 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,612 | $406K |
| Long-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,612 | $812K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,612 | — |
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.