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 5 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 |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Investment management fees paid directly by plan Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $699K |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS EIN 22-2951202 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $45K |
| BRIDGEWAY BENEFIT TECHNOLOGIES NONE | Direct payment from the plan; Other services Service code 49 | 3700 KOPPERS STREET, SUITE 400 BALTIMORE, MD 21227 | $36K |
| SHEET METAL WORKERS LOCAL UNION 27 EIN 22-2374533 RELATED FUND | Direct payment from the plan; Other services Service code 49 | — | $33K |
| O'BRIEN BELLAND & BUSHINSKY LLC EIN 37-1467056 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| CAPTRUST EIN 26-0058143 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $21K |
| CONVEXSERV TECHNOLOGY SOLUTIONS LLC NONE | Other services Service code 49 | 118 N MAIN STREET FORKED RIVER, NJ 08731 | $13K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Other fees; Direct payment from the plan Service code 50 | — | $10K |
| ACRISURE LLC EIN 26-3554645 NONE | Consulting (general) Service code 16 | — | $0 |
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 | 451 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 451 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,108 | $133K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 461 | $865K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,108 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,108 | — |
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 primary broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.