Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again on the next cycle.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Delaware Valley HLTH Care Coalition Dental | Dental | |
Life | Life | |
Broker: Wade Financial Inc. Life | Life | |
Dental | Dental |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 4 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 893 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 127 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 446 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,466 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF PENNSYLVANIA | 2,295 | $702K |
| Life insurance(2 contracts, 2 carriers) | GERBER LIFE INSURANCE COMPANY | 1,466 | $734K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,295 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Delta Dental of Pennsylvania | |
Carrier: Standard Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $1.3M |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Named fiduciary Service code 28 | — | $134K |
| BOYD WATERSON ASSET MGMT, LLC EIN 34-1922005 NONE | Named fiduciary; Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $109K |
| EMPLOYEE A EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $97K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial Service code 11 | — | $86K |
| PLUMBERS LOCAL UNION NO. 690 EIN 23-1173153 AFFILIATE | Other fees Service code 99 | — | $48K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 53-0120528 NONE | Legal Service code 29 | — | $47K |
| EMPLOYEE B EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $47K |
| EMPLOYEE C EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $43K |
| EMPLOYEE D EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $39K |
| DANIEL A. WINTERS AND COMPANY, CPAS EIN 23-2586736 NONE | Accounting (including auditing) Service code 10 | — | $39K |
| CAPSTONE INSURANCE EIN 23-2557346 NONE | Insurance services Service code 23 | — | $39K |
| KANG HAGGERTY EIN 46-2513534 NONE | Legal Service code 29 | — | $38K |
| EMPLOYEE E EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $37K |
| EMPLOYEE F EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $36K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Other fees Service code 99 | — | $30K |
| EMPLOYEE G EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $30K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Other fees Service code 99 | — | $28K |
| PRINCIPAL CUSTODY SOLUTIONS EIN 42-1466678 NONE | Custodial (securities) Service code 19 | — | $21K |
| ELMCRX SOLUTIONS LLC EIN 37-1853309 NONE | Claims processing Service code 12 | — | $20K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan Service code 51 | — | $13K |
| COMPUDAT SYSTEMS, INC. EIN 14-1834265 NONE | Other fees Service code 99 | — | $9K |
| NVA EIN 74-3033381 NONE | Claims processing Service code 12 | — | $7K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | — | $2K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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11 filings · 2015 to 2025