See 3 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 3 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HORIZON HEALTHCARE SERVICE, INC. EIN 22-0999690 NONE | Other insurance fees and expenses; Direct payment from the plan Service code 50 | — | $266K |
| PHILOMENA LUCIDI EIN 22-1804923 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $124K |
| FABIAN & BRYN, LLC NONE | Claims processing; Direct payment from the plan Service code 12 | 425 EAGLE ROCK AVE SUITE 105 ROSELAND, NJ 07068 | $72K |
| CHRISTINE PERSICHETTI EIN 22-1804923 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| LORI CUFF EIN 22-1804923 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $60K |
| LAUREN ROBINSON EIN 22-1804923 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| TRILOGY PARTNERS, INC. NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 301 OXFORD VALLEY ROAD SUITE 1603A YARDLEY, PA 19067 | $59K |
| ATTILIO BOUCHER EIN 22-1804923 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| AMERICAN CORE REALTY FUND, INC. EIN 33-0123114 NONE | Investment management fees paid indirectly by plan Service code 52 | — | $27K |
| MAXOR PLUS EIN 75-2676894 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $25K |
| DUCENTE SQUARED ASSSET MANAGEMENT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 555 W. 5TH STREET SUITE 3700 LOS ANGELES, CA 90013 | $25K |
| PBIRX, INC. EIN 25-0687550 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $22K |
| RICHARD GABRIEL & ASSOCIATES NONE | Actuarial; Direct payment from the plan Service code 11 | 601 DRESHER ROAD HORSHAM, PA 19044 | $21K |
| CANARX NONE | Claims processing; Direct payment from the plan Service code 12 | PO BOX 44650 DETROIT, MI 48244 | $19K |
| EAST POINT DATA EIN 22-3123583 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $18K |
| ZAZZALI, FAGELLA, NOWAK, KLEINBAUM NONE | Legal; Direct payment from the plan Service code 29 | ONE RIVERFRONT PLAZA NEWARK, NJ 07102 | $17K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $17K |
| DAHAB ASSOCIATES NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | 423 S. COINTRY ROAD BAY SHORE, NY 11706 | $16K |
| ELECT RX EIN 27-0988331 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $12K |
| U.S. BANK NONE | Float revenue; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Custodial (securities); Investment management; Securities brokerage commissions and fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1025 CONNECTICUT AVENUE NW SUITE 517 WASHINGTON, DC 20036 | $9K |
| PCS, LLC EIN 26-3814779 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $5K |
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 | 408 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 418 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 246 | $24K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 408 | $71K |
| Other | USABLE LIFE | 246 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 408 | — |
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 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.