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 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 |
|---|---|---|---|
| HEALTHCARE STRATEGIES, INC EIN 23-2848954 NONE | Direct payment from the plan; Plan Administrator Service code 14 | 3031B WALTON ROAD PLYMOUTH MEETING, PA 19462 | $3.8M |
| BOLTON PARTNERS NORTHEAST NONE | Actuarial; Direct payment from the plan Service code 11 | 325 SENTRY PARKWAY BLUE BELL, PA 19422 | $203K |
| MENTAL HEALTH CONSULTANTS NONE | Actuarial; Direct payment from the plan Service code 11 | 3031A WALTON ROAD 300 PLYMOUTH MEETING, PA 19462 | $182K |
| WELLS FARGO ADVISORS NONE | Investment advisory (plan); Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 2005 S EASTON ROAD DOYLESTOWN, PA 18901 | $142K |
| HMC HEALTHWORKS NONE | Direct payment from the plan; Claims processing Service code 12 | 181 COMMODORE DRIVE JUPITER, FL 33477 | $97K |
| WILLIG, WILLIAMS & DAVIDSON EIN 23-2416488 NONE | Legal; Direct payment from the plan Service code 29 | 1845 WALNUT STREET PHILADELPHIA, PA 19103 | $76K |
| STEVENS & LEE EIN 23-1886296 NONE | Legal; Direct payment from the plan Service code 29 | 1818 MARKET STREET PHILADELPHIA, PA 19103 | $70K |
| ROBERT SLAWEK, DMD NONE | Direct payment from the plan; Other fees Service code 50 | 413 LYCEUM AVE PHILADELPHIA, PA 19128 | $45K |
| ALAN ROSS & COMPANY, PC EIN 20-5367494 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 10 HEARTHSTONE CT READING, PA 19606 | $27K |
| UFCW LOCAL 1776 EIN 23-0725077 PARTICIPATING EMPLOYER | Other fees; Direct payment from the plan Service code 50 | 3031A WALTON ROAD 201 PLYMOUTH MEETING, PA 19462 | $26K |
| EYE MED NONE | Direct payment from the plan; Consulting (general) Service code 16 | 4000 LUXOTTICA PLACE MASON, OH 45040 | $18K |
| RBC WEALTH MANAGEMENT NONE | Direct payment from the plan; Investment management Service code 28 | 181 WASHINGTON STREET CONSHOHOCKEN, PA 19428 | $10K |
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 | 5,882 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,177 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,059 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KEYSTONE HEALTH PLAN EAST | 3,416 | $30.8M |
| Vision | KEYSTONE HEALTH PLAN EAST | 3,416 | $19K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 2,825 | $60K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,825 | $1.0M |
| Other | SYMETRA LIFE INSURANCE COMPANY | 2,825 | $60K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,416 | — |
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.
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.