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 6 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 2 broker rows. $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 |
|---|---|---|---|
| DIAMOND HILL NONE | Investment management Service code 28 | 325 JOHN H MCCONNELL BLVD COLUMBUS, OH 43215 | $317K |
| BARROW HANLEY NONE | Investment management Service code 28 | 2200 ROSS AVENUE DALLAS, TX 75201 | $231K |
| MERCER TRUST CO. EIN 13-2834414 NONE | Actuarial Service code 11 | — | $210K |
| BNY MELLON BANK EIN 25-0659306 NONE | Trustee (directed) Service code 25 | — | $135K |
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 SUBSIDIARY OF PLAN | Contract Administrator Service code 13 | — | $81K |
| SHENKMAN NONE | Investment management Service code 28 | 461 5TH AVE NEW YORK, NY 10017 | $54K |
| BAKER TILLY US, LLP EIN 39-0859910 NONE | Accounting (including auditing) Service code 10 | — | $24K |
| REED SMITH 44925 | Legal Service code 29 | 225 5TH AVENUE PITTSBURGH, PA 15222 | $0 |
| SEYFARTH SHAW EIN 36-2152202 NONE | Legal Service code 29 | — | $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 | 4,942 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,942 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | HIGHMARK INC. - COMMUNITY BLUE | 2,791 | $12.1M |
| Vision | HM LIFE INSURANCE COMPANY | 4,618 | $320K |
| Life insurance | SECURIAN LIFE INSURANCE COMPANY | 4,075 | $812K |
| Prescription drug(3 contracts, 3 carriers) | HIGHMARK INC. - COMMUNITY BLUE | 2,791 | $12.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,618 | — |
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.