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 3 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 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 | Direct payment from the plan; Contract Administrator Service code 13 | — | $725K |
| CATHERINE OAKES EIN 22-1644608 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| MATTHEW G. CONNAUGHTON EIN 30-0990582 ATTY FOR LOCAL 125 | Legal; Direct payment from the plan Service code 29 | — | $52K |
| MARGARET HARVEY EIN 22-1644608 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| MSPC EIN 22-2951202 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $46K |
| LYNN THOMSON EIN 22-1644608 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $36K |
| MARY GENTILE EIN 22-1644608 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| JENNIFER CHERMAK EIN 22-1644608 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Direct payment from the plan; Float revenue; Other fees; Claims processing Service code 12 | — | $33K |
| O'SULLIVAN ASSOCIATES, INC. EIN 20-8199367 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $29K |
| ATALANTA SOSNOFF CAPITAL, LLC EIN 20-0461050 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $29K |
| PENN CAPITAL MANAGEMENT COMPANY EIN 22-2796848 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| DEALY & SILBERSTEIN, LLP EIN 46-0507412 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| NATIONAL VISION ADMINISTRATORS, LLC EIN 74-3033381 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $10K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $8K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Consulting (general); Investment management fees paid directly by plan; Investment advisory (plan) Service code 16 | — | $7K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $2K |
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 | 1,363 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,375 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 2,597 | $787K |
| Life insurance | MADISON NATIONAL LIFE INSURANCE COMPANY | 1,374 | $47K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 1,375 | $923K |
| Other | MADISON NATIONAL LIFE INSURANCE COMPANY | 1,374 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,597 | — |
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.
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.