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 3 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 |
|---|---|---|---|
| HEALTHCARE STRATEGIES, INC EIN 23-2848954 NONE | Direct payment from the plan; Plan Administrator Service code 14 | 3031B WALTON ROAD PLYMOUTH MEETING, PA 19462 | $2.7M |
| MENTAL HEALTH CONSULTANTS | Direct payment from the plan; Actuarial Service code 11 | 1501 LOWER STATE ROAD NORTH WALES, PA 19454 | $227K |
| BOLTON PARTNERS NORTHEAST NONE | Actuarial; Direct payment from the plan Service code 11 | 325 SENTRY PARKWAY BLUE BELL, PA 19422 | $203K |
| HMC HEALTHWORKS NONE | Claims processing; Direct payment from the plan Service code 12 | 181 COMMODORE DRIVE JUPITER, FL 33477 | $184K |
| WILLIG, WILLIAMS & DAVIDSON EIN 23-2416488 NONE | Legal; Direct payment from the plan Service code 29 | 1845 WALNUT STREET PHILADELPHIA, PA 19103 | $111K |
| OPTUM RX EIN 11-2581812 | Claims processing; Direct payment from the plan Service code 12 | PO BOX 888765 LOS ANGELES, CA 90088 | $90K |
| STEVENS & LEE EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | 1818 MARKET STREET PHILADELPHIA, PA 19103 | $48K |
| ALAN ROSS & COMPANY, PC EIN 20-5367494 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 10 HEARTHSTONE CT READING, PA 19606 | $27K |
| EYE MED | Consulting (general); Direct payment from the plan Service code 16 | 4000 LUXOTTICA PLACE MASON, OH 45040 | $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 | 7,409 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,243 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,652 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KEYSTONE HEALTH PLAN EAST | 2,427 | $31.0M |
| Vision | KEYSTONE HEALTH PLAN EAST | 2,427 | $24K |
| Life insurance(2 contracts) | SYMETRA LIFE INSURANCE COMPANY | 2,491 | $84K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 2,491 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,491 | — |
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 broker changed. The plan may take a second-look pitch.
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.