See 2 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ADMINISTRATIVE SERVICE PROFESSIONAL EIN 20-4056745 NONE | Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $2.8M |
| HORIZON HEALTHCARE EIN 22-0999690 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.4M |
| AETNA EIN 06-6033492 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $814K |
| HEALTHCARE STRATEGIES INC EIN 58-1874471 NONE | Other fees; Direct payment from the plan; Consulting fees Service code 50 | — | $559K |
| TOTAL CARE NETWORK INC EIN 23-2740082 NONE | Consulting fees; Direct payment from the plan; Contract Administrator Service code 13 | — | $288K |
| S.E.I. INVESTMENTS EIN 23-1707341 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $171K |
| AON CONSULTING EIN 22-2232264 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $90K |
| ZELIS CLAIMS INTEGRITY INC EIN 86-1040704 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $64K |
| BOND BEEBE EIN 52-1044197 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $62K |
| FREEDMAN & LORRY P.C. EIN 23-2158375 NONE | Legal; Direct payment from the plan Service code 29 | — | $43K |
| RED CARD SYSTEMS LLC EIN 20-5388701 NONE | Claims processing; Direct payment from the plan; Other services Service code 12 | — | $39K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| LOUIS P. MATTUCCI & ASSOCIATES EIN 23-2903453 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $20K |
| IRON MOUNTAIN EIN 04-3038590 NONE | Recordkeeping fees; Direct payment from the plan Service code 50 | — | $16K |
| ALDER CONSULTING LLC EIN 27-4504241 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | — | $16K |
| KUTZTOWN PUBLISHING CO INC EIN 23-0781070 NONE | Other services; Direct payment from the plan; Copying and duplicating Service code 36 | — | $15K |
| STEVENS & LEE EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| CRYSTAL CLEAR RX EIN 27-3009945 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $15K |
| CVS/CAREMARK EIN 05-0340626 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $14K |
| TRUVERIS INC EIN 27-4345686 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $11K |
| WILLIAM J. EINHORN EIN 23-1392600 PLAN TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | — | $10K |
| OPTUM RX EIN 33-0441200 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $7K |
| MORGAN, LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $5K |
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 | 8,915 | 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) | 8,915 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY AND AFFILIATES | 14 | $39K |
| Life insurance | MUTUAL OF OMAHA INSURANCE COMPANY | 6,457 | $346K |
| Other | MUTUAL OF OMAHA INSURANCE COMPANY | 6,457 | $346K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,457 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.