See 17 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 2 broker rows 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 |
|---|---|---|---|
| MELLON CAPITAL MANAGEMENT EIN 25-1442864 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Other services; Investment management fees paid directly by plan; Investment management Service code 28 | — | $38K |
| THE BANK OF NY MELLON EIN 13-5160382 TRUSTEE | Investment management; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Other services; Custodial (securities); Investment management fees paid directly by plan; Custodial (other than securities) Service code 18 | — | $15K |
| COMPSYCH EIN 35-3739783 NONE | Contract Administrator; Other insurance fees and expenses Service code 13 | — | $13K |
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 | 14,952 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 36,157 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 51,109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 12 carriers) | UHC - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 39,355 | $29.5M |
| Dental | AETNA INC | 7,395 | $1.5M |
| Life insurance(3 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 34,549 | $42.1M |
| Other(3 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 22,246 | $16.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 39,355 | — |
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.
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.