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.
See commissions and fees for 1 broker row. $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 | — | $245K |
| DYAN MCGOVERN EIN 22-1538529 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| O'BRIEN BELLAND & BUSHINSKY LLC EIN 37-1467056 NONE | Legal; Direct payment from the plan Service code 29 | — | $57K |
| MSPC EIN 22-2951202 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $48K |
| SMART 27 LOCAL UNION EIN 22-2374533 RELATED FUND | Other services; Direct payment from the plan Service code 49 | — | $33K |
| CATHERINE PATMORE EIN 22-1538529 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-1282079 NONE | Other services; Direct payment from the plan Service code 49 | — | $27K |
| GALLAGHER BENEFIT SERVICES INC EIN 63-4291971 NONE | Contract Administrator; Actuarial; Investment management fees paid directly by plan Service code 11 | — | $26K |
| PORTFOLIO EVALUATIONS INC EIN 22-3189064 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $19K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Other fees; Direct payment from the plan Service code 50 | — | $13K |
| VIRTUCOMP EIN 26-4715938 NONE | Other services; Direct payment from the plan Service code 49 | — | $11K |
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 | 362 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 362 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 658 | $150K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 658 | $150K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 658 | — |
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."
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.