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 5 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 4 broker rows. $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 | Insurance services Service code 23 | — | $1.8M |
| ZENITH AMERICAN SOLUTIONS,INC NONE | Contract Administrator Service code 13 | 401 LIBERTY AVENUE, STE 1200 PITTSBURGH, PA 15222 | $340K |
| SAGE ADVISORY SERVICES, LTD CO. NONE | Investment management Service code 28 | 5900 SOUTHWEST PARKWAY, BUILDING 1 AUSTIN, TX 78735 | $154K |
| CONNER STRONG & BUCKELEW NONE | Insurance services Service code 23 | 401 ROUTE 73 NORTH P.O BOX 989 MARLTON, NJ 08053 | $126K |
| UNITED CONCORDIA COMPANIES INC EIN 25-1687586 NONE | Insurance services Service code 23 | — | $80K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Other fees Service code 99 | — | $75K |
| EMPLOYEE A EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $70K |
| CLEARY, JOSEM & TRIGIANI, LLP EIN 23-2657967 NONE | Legal Service code 29 | — | $52K |
| DANIEL A. WINTERS & COMPANY, CPAS EIN 23-2586736 NONE | Accounting (including auditing) Service code 10 | — | $43K |
| KANG HAGGERTY & FETBROYT NONE | Legal Service code 29 | 123 S. BROAD STREET, SUITE 1670 PHILADELPHIA, PA 19109 | $34K |
| STEAMFITTERS LU 420 BUILDING FUND EIN 37-1424586 UNION AFFILIATE | Other fees Service code 99 | — | $33K |
| AIM ADMINISTRATORS LLC NONE | Insurance services Service code 23 | 401 ROUTE 73 NORTH, SUITE 300 MARLTON, NJ 08053 | $30K |
| EMPLOYEE D EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $28K |
| EMPLOYEE B EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $26K |
| EMPLOYEE C EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $26K |
| NATIONAL VISION ADMINISTRATORS LLC EIN 22-2998772 NONE | Claims processing Service code 12 | — | $22K |
| MORGAN STANLEY WEALTH MGMT NONE | Investment management Service code 28 | 522 5TH AVENUE, 11TH FLOOR NEW YORK, NY 10036 | $18K |
| KENNEDY PRINTING CO., INC. EIN 23-1699861 NONE | Copying and duplicating Service code 36 | — | $18K |
| PNC BANK, N.A. EIN 25-1211909 NONE | Custodial (securities); Investment management; Soft dollars commissions; Float revenue; Distribution (12b-1) fees Service code 19 | — | $16K |
| MANCINE OPTICAL CO, INC NONE | Other fees Service code 99 | 2910 ROUTE 130 NORTH DELRAN, NJ 08075 | $10K |
| TEMPLE UNIVERSITY HOSPITAL EIN 23-2825878 NONE | Other services Service code 49 | 3401 N BROAD ST PHILADELPHIA, PA 19140 | $8K |
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 | 2,821 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,586 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 4,407 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRANSAMERICA LIFE INSURANCE COMPANY | 2,107 | $5.5M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 4,029 | $992K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 4,407 | $1.8M |
| Other(3 contracts, 2 carriers) | HUMANA | 4,029 | $4.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,407 | — |
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."
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.