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 |
|---|---|---|---|
| FIDELITY INV INST OPS CO EIN 04-2647786 RECORDKEEPER | Claims processing; Sub-transfer agency fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Custodial (securities); Custodial (other than securities) Service code 12 | — | $34K |
| MERRILL LYNCH EIN 13-5674085 INV ADVISORY | Investment management fees paid directly by plan; Investment management Service code 28 | — | $24K |
| NORTHWESTERN MUTUAL -NMWMC EIN 39-2018056 ADVISOR | Other investment fees and expenses; Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $9K |
| NORTHWESTERN MUTUAL LIFE EIN 39-0509570 INS AGENT | Direct payment from the plan; Insurance services Service code 23 | — | $3K |
| FID INV INST OPS CO | Sub-transfer agency fees Service code 60 | — | $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 | 184 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 83 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 267 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | NORTHWESTERN MUTUAL LIFE | 4 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.