Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Rx | Rx | |
Health | Health | |
Broker: The HDH Group Inc. Life | Life |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 6,652 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,652 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KEYSTONE HEALTH PLAN WEST - HMO | 142 | $464K |
| Life insurance | SECURIAN LIFE INSURANCE COMPANY | 3,586 | $169K |
| Prescription drug(2 contracts, 2 carriers) | HIGHMARK INC - COMMUNITY BLUE | 3,481 | $14.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,586 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Securian Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DIAMOND HILL NONE | Investment management Service code 28 | 325 JOHN H MCCONNELL BLVD COLUMBUS, OH 43215 | $283K |
| MERCER TRUST CO. EIN 13-2834414 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $223K |
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 SUBSIDIARY OF PLAN | Contract Administrator Service code 13 | — | $116K |
| BNY MELLON BANK EIN 13-5160382 NONE | Trustee (bank, trust company, or similar financial institution); Custodial (securities); Investment management Service code 19 | — | $114K |
| BARROW HANLEY NONE | Investment management Service code 28 | 2200 ROSS AVE DALLAS, TX 75201 | $102K |
| SHENKMAN NONE | Investment management Service code 28 | 461 5TH AVE NEW YORK, NY 10017 | $88K |
| REED SMITH NONE | Legal; Direct payment from the plan Service code 29 | 225 5TH AVENUE PITTSBURGH, PA 15222 | $61K |
| BAKER TILLY US, LLP EIN 30-1413443 NONE | Accounting (including auditing) Service code 10 | — | $29K |
| NEPC, LLC EIN 26-1429809 NONE | Investment management Service code 28 | — | $13K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
11 filings · 2015 to 2025