See 5 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 4 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 |
|---|---|---|---|
| INDEPENDENCE BLUE CROSS EIN 23-2184623 NONE | Insurance services Service code 23 | — | $1.9M |
| ZENITH AMERICAN SOLUTIONS,INC NONE | Contract Administrator Service code 13 | 401 LIBERTY AVENUE, STE 1200 PITTSBURGH, PA 15222 | $364K |
| SAGE ADVISORY SERVICES, LTD CO. NONE | Investment management Service code 28 | 5900 SOUTHWEST PARKWAY, BUILDING 1 AUSTIN, TX 78735 | $147K |
| CONNER STRONG & BUCKELEW NONE | Insurance services Service code 23 | 401 ROUTE 73 NORTH P.O BOX 989 MARLTON, NJ 08053 | $144K |
| ELMCRX SOLUTIONS NONE | Accounting (including auditing) Service code 10 | 190 W GERMANTOWN PIKE EAST NORRITON, PA 19041 | $96K |
| UNITED CONCORDIA COMPANIES INC EIN 25-1687586 NONE | Insurance services Service code 23 | — | $82K |
| HEALTHSMART RX SOLUTIONS, INC. | Consulting (general) Service code 16 | PO BOX 207095 DALLAS, TX 753207095 | $82K |
| EMPLOYEE A EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $78K |
| CLEARY, JOSEM & TRIGIANI, LLP EIN 23-2657967 NONE | Legal Service code 29 | — | $75K |
| EMPLOYEE B EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $64K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Other fees Service code 99 | — | $53K |
| STEAMFITTERS LU 420 BUILDING FUND EIN 37-1424586 UNION AFFILIATE | Other fees Service code 99 | — | $44K |
| DANIEL A. WINTERS & COMPANY, CPAS EIN 23-2586736 NONE | Accounting (including auditing) Service code 10 | — | $39K |
| KANG HAGGERTY & FETBROYT NONE | Legal Service code 29 | 123 S. BROAD STREET, SUITE 1670 PHILADELPHIA, PA 19109 | $34K |
| EMPLOYEE C EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $34K |
| KENNEDY PRINTING CO., INC. EIN 23-1699861 NONE | Copying and duplicating Service code 36 | — | $32K |
| EMPLOYEE D EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $29K |
| EMPLOYEE E EIN 23-2715454 NONE | Employee (plan) Service code 30 | — | $29K |
| 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 | $19K |
| CBIZ RETIREMENT PLAN SERVICES EIN 31-1582098 NONE | Actuarial Service code 11 | 1845 WALNUT STREET, 14TH FLOOR PHILADELPHIA, PA 19103 | $18K |
| AIM ADMINISTRATORS LLC NONE | Insurance services Service code 23 | 401 ROUTE 73 NORTH, SUITE 300 MARLTON, NJ 08053 | $18K |
| PNC BANK, N.A. EIN 25-1211909 NONE | Float revenue; Investment management; Distribution (12b-1) fees; Custodial (securities); Soft dollars commissions Service code 19 | — | $15K |
| ARMSRX EIN 81-5191759 NONE | Consulting fees Service code 70 | — | $9K |
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 | 2,801 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,410 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 210 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,421 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 2,376 | $2.9M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 4,421 | $891K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 4,421 | $2.1M |
| Other(3 contracts, 2 carriers) | HUMANA | 4,421 | $5.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,421 | — |
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.