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 3 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 |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Contract Administrator Service code 13 | — | $1.1M |
| EMPLOYEE A EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $68K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Actuarial Service code 11 | — | $67K |
| EMPLOYEE B EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $60K |
| PLUMBERS LOCAL UNION NO. 690 EIN 23-1173153 AFFILIATE | Other fees Service code 99 | — | $55K |
| BOYD WATERSON ASSET MGMT, LLC EIN 34-1922005 NONE | Custodial (securities); Investment management fees paid directly by plan; Named fiduciary Service code 19 | — | $53K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 NONE | Custodial (securities) Service code 19 | — | $43K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Soft dollars commissions; Named fiduciary; Investment management; Investment management fees paid directly by plan Service code 28 | — | $38K |
| DANIEL A. WINTERS AND COMPANY, CPAS EIN 23-2586736 NONE | Accounting (including auditing) Service code 10 | — | $37K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing Service code 12 | — | $33K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 53-0120528 NONE | Legal Service code 29 | — | $33K |
| EMPLOYEE C EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $31K |
| EMPLOYEE D EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $29K |
| EMPLOYEE E EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $28K |
| EMPLOYEE F EIN 23-1573070 NONE | Employee (plan) Service code 30 | — | $26K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Other fees Service code 99 | — | $25K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Other fees Service code 99 | — | $16K |
| KANG HAGGERTY & FETBROYT EIN 46-2513534 NONE | Legal Service code 29 | — | $14K |
| KLEINBARD LLC EIN 23-1308482 NONE | Legal Service code 29 | — | $8K |
| COMPUDAT SYSTEMS, INC. EIN 14-1834265 NONE | Other fees Service code 99 | — | $8K |
| JACOBY DONNER, P.C. EIN 23-2220388 NONE | Legal Service code 29 | — | $7K |
| NVA EIN 74-3033381 NONE | Claims processing Service code 12 | — | $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 | 913 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 130 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 453 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF PENNSYLVANIA | 2,304 | $709K |
| Life insurance | STANDARD INSURANCE COMPANY | 874 | $75K |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE COMPANY | 1,043 | $854K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,304 | — |
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.
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.