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 4 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 |
|---|---|---|---|
| AETNA EIN 60-6033492 NONE | Contract Administrator; Claims processing Service code 12 | — | $369K |
| CONDUENT EIN 20-2185976 NONE | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $233K |
| PWC EIN 13-4008324 NONE | Other services; Accounting (including auditing) Service code 10 | — | $118K |
| STRATEGIC INVESTMENT GROUP EIN 52-1540171 NONE | Investment advisory (plan) Service code 27 | — | $54K |
| MELLON BANK EIN 25-1442864 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $41K |
| TOWERS WATSON EIN 53-0181291 NONE | Consulting (general); Valuation (appraisals, etc.); Actuarial Service code 11 | — | $21K |
| UNIVERSAL MAILING SERVICES EIN 22-2381663 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating Service code 15 | — | $15K |
| DANDELION EIN 26-0801861 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $13K |
| NORTHERN TRUST EIN 36-1581860 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $7K |
| GMO TAX-MGD INTL EQUITIES FUND III NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | GRANTHAM, MAYO, VAN OTTERLOO CO.LLC 40 ROWES WHARF BOSTON, MA 02110 | $0 |
| UNITED STATES POWER FUND III L. P. EIN 20-8298082 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| USPF II INSTITUTIONAL FUND EIN 20-2684227 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,763 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,763 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | AETNA LIFE INSURANCE CO. | 127 | $6K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,205 | $940K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,205 | — |
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 comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.