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 2 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 |
|---|---|---|---|
| HIGHMARK, INC. EIN 23-1294723 NONE | Claims processing Service code 12 | — | $1.4M |
| CONRAD M. SIEGEL, INC. EIN 23-1669823 NONE | Actuarial Service code 11 | — | $184K |
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 NONE | Claims processing Service code 12 | — | $124K |
| EXPRESS SCRIPTS, INC. NONE | Direct payment from the plan; Claims processing Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $95K |
| CORE SOURCE NONE | Claims processing Service code 12 | 400 FIELD DR. LAKE FOREST, IL 60045 | $34K |
| KPMG, LLP EIN 13-5565207 NONE | Accounting (including auditing) Service code 10 | — | $21K |
| STOUDT ADVISORS NONE | Other fees; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 280 GRANITE RUN DRIVE, SUITE 250 LANCASTER, PA 17601 | $19K |
| CRAWFORD ADVISORS NONE | Consulting (general) Service code 16 | 280 GRANITE RUN DRIVE, SUITE 250 LANCASTER, PA 17601 | $6K |
| TIPTON COMMUNICATIONS NONE | Other services Service code 49 | 323 E. MAIN STREET NEWARK, DE 19711 | $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 | 3,337 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 141 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,478 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | HM LIFE INSURANCE COMPANY | 5,100 | $274K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 2,763 | $494K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,100 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.