See 6 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENESYS EIN 38-2383171 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $197K |
| SEGAL & COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial; Consulting (general) Service code 11 | — | $51K |
| JENNINGS & SIGMOND EIN 23-2025670 NONE | Legal; Direct payment from the plan Service code 29 | — | $30K |
| MSPC EIN 22-2951202 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| SUSANIN, WIDMAN & BRENNAN P.C. EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| SIERRA INVESTMENT PARTNERS EIN 68-0370668 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $11K |
| PFM ADVISORS EIN 23-3087064 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $7K |
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 | 619 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 619 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | INDEPENDENCE BLUE CROSS - PERSONAL CHOICE | 1,317 | $8.7M |
| Vision(2 contracts) | VISION BENEFITS OF AMERICA | 781 | $83K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,529 | $35K |
| Prescription drug | INDEPENDENCE BLUE CROSS - PRESCRIPTION DRUG | 2,014 | $0 |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,529 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,014 | — |
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 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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.