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 5 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 1 broker row. $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 | — | $1.6M |
| 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 | — | $1.5M |
| GUARDIAN NURSES EIN 57-1187937 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $608K |
| BENECARD SERVICES INC EIN 22-2998772 NONE | Other services; Direct payment from the plan Service code 49 | — | $343K |
| BOYD WATTERSON ASSET MGMT LLC EIN 34-1922005 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $161K |
| DELTA DENTAL OF PENNSYLVANIA EIN 23-1667011 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $124K |
| TOTAL CARE NETWORK, INC. NONE | Claims processing; Direct payment from the plan Service code 12 | 1341 N. DELAWARE AVE., SUITE 403 PHILADELPHIA, PA 19125 | $121K |
| LABOR FIRST LLC EIN 06-1750191 NONE | Insurance brokerage commissions and fees; Direct payment from the plan Service code 50 | — | $112K |
| CONNER STRONG & BUCKELEW COMPANIES EIN 21-0718159 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $108K |
| CHARTWELL INVESTMENT PARTNERS EIN 23-2891243 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $83K |
| DELAWARE VALLEY HEALTHCARE COALITIO EIN 23-2813763 NONE | Other services; Other insurance fees and expenses; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $36K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $36K |
| SPEAR WILDERMAN,PC EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | — | $34K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432392 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $32K |
| SUSANIN,WIDMAN & BRENNAN, PC EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $27K |
| TD BANK, N.A. EIN 01-0137770 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $23K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $17K |
| KENNEDY PRINTING COMPANY INC EIN 23-1699861 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $10K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $10K |
| PRINCIPAL FINANCIAL GROUP, INC. EIN 42-1520346 NONE | Custodial (securities); Other services; Direct payment from the plan Service code 19 | — | $6K |
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 | 2,004 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,240 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,244 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | DELTA DENTAL OF PENNSYLVANIA | 629 | $355K |
| Life insurance | STANDARD INSURANCE COMPANY | 2,074 | $405K |
| Prescription drug | MEDCO CONTAINMENT LIFE INSURANCE COMPANY | 1,551 | $1.3M |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 3,244 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,244 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
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.