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 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 23-2184623 NONE | Claims processing Service code 12 | — | $1.3M |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Insurance agents and brokers; Actuarial Service code 11 | — | $154K |
| ALBERT FRATTALI EIN 23-1599740 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| STEPHEN CONLEY EIN 23-1599740 EMPLOYEE | Employee (plan) Service code 30 | — | $123K |
| LEADER DATA PROCESSING NONE | Consulting (pension) Service code 17 | 75 KIWANIS BLVD. WEST HAZLETON, PA 18201 | $108K |
| JOSEPH GUNN EIN 23-1599740 EMPLOYEE | Employee (plan) Service code 30 | — | $86K |
| ENVISION RX OPTIONS EIN 05-0570786 NONE | Claims processing Service code 12 | — | $73K |
| CLEARY & JOSEM, LLP EIN 23-2657967 NONE | Legal Service code 29 | — | $71K |
| DANIEL JORDAN EIN 23-1599740 EMPLOYEE | Employee (plan) Service code 30 | — | $71K |
| ALLIED TRADE EIN 23-2591093 NONE | Consulting (general) Service code 16 | — | $51K |
| BONNIE LANDSMAN EIN 23-1599740 EMPLOYEE | Employee (plan) Service code 30 | — | $47K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Accounting (including auditing) Service code 10 | — | $39K |
| M.D. SASS ASSOCIATES, INC. EIN 13-2704843 NONE | Securities brokerage commissions and fees; Investment management; Other investment fees and expenses; Soft dollars commissions Service code 28 | — | $31K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Claims processing Service code 12 | — | $21K |
| M.H. CONSULTANTS EIN 23-2508393 NONE | Consulting (general) Service code 16 | — | $12K |
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 | 1,753 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 39 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,792 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FIDELIO INSURANCE COMPANY | 1,753 | $1.8M |
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 1,753 | $241K |
| Short-term disability | AMALGAMATED LIFE INSURANCE COMPANY | 1,753 | $152K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE CO. | 1,753 | $630K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,753 | — |
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."
No prospect flags tripped on this filing.