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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HORIZON HEALTHCARE SERVICES EIN 22-0999690 NONE | Claims processing Service code 12 | — | $396K |
| ACRISURE EIN 26-3554645 NONE | Insurance agents and brokers; Consulting (general) Service code 16 | — | $74K |
| ENNIS HARGADON, LLC EIN 47-1121653 ACCT FOR LOCAL 469 | Accounting (including auditing) Service code 10 | — | $54K |
| CATHERINE SOMA EIN 22-1552880 EMPLOYEE | Employee (plan) Service code 30 | — | $52K |
| MARIA CATENACCI EIN 22-1552880 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $29K |
| CHARTWELL INVESTMENT PARTNERS, LP EIN 36-4776242 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $27K |
| DELTA DENTAL OF NJ, INC. EIN 22-1896118 NONE | Claims processing Service code 12 | — | $24K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Claims processing; Float revenue; Other fees; Direct payment from the plan Service code 12 | — | $21K |
| O'SULLIVAN ASSOCIATES, INC. EIN 20-8199367 NONE | Actuarial Service code 11 | — | $21K |
| TIMOTHY R. HOTT, P.C. EIN 22-3724341 ATTY FOR LOCAL 469 | Legal Service code 29 | — | $16K |
| LINDABURY, MCCORMICK, ESTABROOK EIN 22-1943351 NONE | Legal Service code 29 | — | $12K |
| BOYD WATTERSON ASSET MANAGEMENT,LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| SUSANIN WIDMAN & BRENNAN, PC EIN 23-2265950 NONE | Legal Service code 29 | — | $7K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities) Service code 19 | — | $740 |
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 | 761 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 774 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 561 | $25K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 645 | $592K |
| Other | HARTFORD LIFE AND ACCIDENT | 561 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 645 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.