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 1 contract row 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 |
|---|---|---|---|
| ADMINISTRATIVE SERVICE PROFESSIONAL EIN 20-4056745 NONE | Direct payment from the plan; Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $2.0M |
| STEVENS & LEE EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | — | $1.0M |
| S.E.I. INVESTMENTS EIN 23-1707341 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $602K |
| SPRUCEGROVE INVESTMENT MANAGEMENT EIN 98-0399967 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $414K |
| ROBECO INVESTMENT MANAGEMENT EIN 98-0202744 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $406K |
| GAMCO INVESTORS INC EIN 13-4044521 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $394K |
| JOHNSTON ASSET MANAGEMENT EIN 13-3257590 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $389K |
| TOCQUEVILLE ASSET MANAGEMENT EIN 13-3547557 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $383K |
| CALAMOS ADVISORS LLC EIN 20-1647533 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $346K |
| FRED ALGER MANAGEMENT, INC EIN 13-2510833 NONE | Investment management; Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $343K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $325K |
| LORD ABBETT & CO LLC EIN 13-5620131 NONE | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $259K |
| SOUNDPOINT CAPITAL EIN 26-2742458 NONE | Investment management fees paid directly by plan; Investment advisory (plan); Investment management Service code 27 | — | $255K |
| MILLIMAN USA EIN 91-0675641 NONE | Direct payment from the plan; Actuarial; Consulting (pension) Service code 11 | — | $222K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $162K |
| RESEARCH AFFILIATES, LLC EIN 71-0917246 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $159K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Consulting fees; Consulting (pension); Direct payment from the plan Service code 17 | — | $156K |
| GOODWIN CAPITAL ADVISORS EIN 04-2453743 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $106K |
| J A MARIANO AGENCY EIN 22-2280590 NONE | Direct payment from the plan; Insurance services; Insurance agents and brokers Service code 22 | — | $93K |
| MARKOWITZ & RICHMAN EIN 23-2111581 NONE | Legal; Direct payment from the plan Service code 29 | — | $84K |
| BOND BEEBE PC EIN 52-1044197 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $83K |
| ALLIANCE BERNSTEIN LP EIN 13-3434400 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 51 | — | $60K |
| BNY MELLON ASSET MANAGEMENT EIN 25-6078093 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $59K |
| BOYD WATTERSON ASSET MANAGEMENT EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $47K |
| STANDISH MELLON ASSET MANAGEMENT EIN 25-1890416 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $41K |
| THOMAS REUTERS EXPERT WITNESS EIN 41-1426973 NONE | Direct payment from the plan; Other services Service code 49 | — | $19K |
| FREEDMAN & LORRY EIN 23-2158375 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| KROLL ONTRACK, INC EIN 41-1521650 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| KENNETH F LEEDY EIN 23-1511735 PLAN TRUSTEE | Trustee (individual); Named fiduciary; Direct payment from the plan Service code 20 | — | $10K |
| RED CARD SYSTEMS LLC EIN 20-5388701 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $7K |
| MARIANN SCHICK EIN 23-1511735 NONE | Direct payment from the plan; Other services Service code 49 | — | $7K |
| KUTZTOWN PUBLISHING CO INC EIN 23-0781070 NONE | Contract Administrator; Other services; Direct payment from the plan Service code 13 | — | $6K |
| DLS INC EIN 13-3179699 NONE | Direct payment from the plan; Other services Service code 49 | — | $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 | 7,632 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10,003 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5,034 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 3,340 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 26,009 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE CO | 223 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 223 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.