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 2 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 2 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 |
|---|---|---|---|
| SEGALL, BRYANT & HAMILL, LLC EIN 35-2679129 INVESTMENT MANAGEMENT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $92K |
| EXELON BUSINESS SERVICES CO. EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $26K |
| MITCHELL & TITUS, LLP EIN 13-2781641 AUDITOR | Accounting (including auditing) Service code 10 | — | $18K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Trustee (discretionary) Service code 21 | — | $15K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE/CUSTODIAN | Soft dollars commissions; Float revenue; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Custodial (securities) Service code 19 | — | $12K |
| PLANTE MORAN CONSULTING | Consulting (general); Consulting fees Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $5K |
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 | 20,019 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 11,837 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 31,856 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 31,856 | $20.9M |
| Other(2 contracts) | HARTFORD LIFE AND ACCIDENT | 31,856 | $22.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 31,856 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.