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 18 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 |
|---|---|---|---|
| MELLON CAPITAL MANAGEMENT EIN 25-1442864 NONE | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management; Other services; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $1.2M |
| BLACKROCK INSTITUTIONAL TRUST EIN 94-3112180 NONE | Investment management; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Direct payment from the plan; Trustee (discretionary) Service code 21 | — | $450K |
| GRANTHAM,MAYO,VAN OTTERLOO&CO (GMO) EIN 04-2691242 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $404K |
| THE BANK OF NY MELLON EIN 13-5160382 NONE | Custodial (securities); Custodial (other than securities); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management; Float revenue; Other services; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 18 | — | $401K |
| GOLDMAN SACHS ASSET MANAGEMENT EIN 13-3575636 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $343K |
| ROBECO INVESTMENT MANAGEMENT EIN 98-0202744 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management; Securities brokerage commissions and fees; Other investment fees and expenses Service code 28 | — | $335K |
| PRUDENTIAL INSURANCE CO. EIN 22-1211670 NONE | Soft dollars commissions; Investment management; Insurance agents and brokers; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Contract Administrator Service code 13 | — | $258K |
| JACOBS LEVY EQUITY MANAGEMENT EIN 22-2774695 NONE | Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $255K |
| WESTERN ASSET MANAGEMENT CO. (WAMCO EIN 95-2705767 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $119K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $118K |
| MONDRIAN INVESTMENT GROUP EIN 56-2475915 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management; Soft dollars commissions Service code 28 | — | $98K |
| BRANDES INVESTMENT PARTNERS EIN 33-0704072 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $95K |
| JPM INVESTMENT MANAGEMENT EIN 13-3200244 NONE | Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment advisory (plan); Investment management Service code 27 | — | $88K |
| THOMPSON HINE EIN 34-0575300 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| PACIFIC INVESTMENT MGMTCO. (PIMCO) EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $45K |
| MITCHELL & TITUS, LLP EIN 13-2781641 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $38K |
| PARAMETRIC PORTFOLIO ASSOCIATE EIN 20-0292745 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $38K |
| ALLIANCE BERNSTEIN LP EIN 13-4064930 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $28K |
| KPMG LLC EIN 13-5565207 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $26K |
| GAMCO ASSET MANAGEMENT INC. EIN 13-4044521 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $19K |
| COMPSYCH EIN 35-3739783 NONE | Contract Administrator; Other insurance fees and expenses Service code 13 | — | $17K |
| FACTSET RESEARCH SYSTEMS, INC EIN 13-3362547 NONE | Direct payment from the plan; Other services Service code 49 | — | $16K |
| AON HEWITT INVESTMENT EIN 36-3109431 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $13K |
| COVINGTON & BURLING EIN 53-0188411 NONE | Legal; Direct payment from the plan Service code 29 | — | $12K |
| BLOOMBERG L.P. EIN 13-3417984 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $6K |
| PRICEWATERHOUSECOOPERS LLP EIN 13-4008324 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $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 | 16,955 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34,303 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 51,258 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 14 carriers) | KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC | 1,843 | $18.6M |
| Dental | AETNA INC | 9,417 | $2.3M |
| Life insurance(3 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 42,099 | $8.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 42,099 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.