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 4 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 |
|---|---|---|---|
| INDEPENDENCE BLUE CROSS EIN 23-0370270 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.4M |
| SHEET METAL WORKERS LOC,19 PENSION EIN 23-1494364 RELATED PARTY | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $1.4M |
| BENECARD SERVICES INC EIN 22-2998772 NONE | Other services; Direct payment from the plan Service code 49 | — | $285K |
| DELTA DENTAL OF PENNSYLVANIA EIN 23-1667011 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $104K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $80K |
| BOYD WATTERSON ASSET MGMT LLC EIN 34-1922005 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $65K |
| STONERIDGE INVESTMENT ADVISORS EIN 25-1841566 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $55K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $46K |
| SPEAR WILDERMAN,PC EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | — | $44K |
| DELAWARE VALLEY HEALTHCARE COALITIO EIN 23-2813763 NONE | Insurance agents and brokers; Other services; Other insurance fees and expenses; Insurance brokerage commissions and fees Service code 22 | — | $36K |
| CHARTWELL INVESTMENT PARTNERS EIN 23-2891243 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $28K |
| SUSANIN,WIDMAN & BRENNAN, PC EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $27K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $17K |
| WELLS FARGO EIN 94-1347393 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $16K |
| SEGAL ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $15K |
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 | 1,975 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,332 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,307 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | DELTA DENTAL OF PENNSYLVANIA | 469 | $294K |
| Life insurance | STANDARD INSURANCE COMPANY | 1,794 | $213K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 3,307 | $840K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,307 | — |
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.