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 1 contract row 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 |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC EIN 82-1061233 RECORD KEEPING | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $721K |
| HEALTH CARE SERVICE CORP EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $495K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 ACTUARY | Actuarial Service code 11 | — | $206K |
| BLACKROCK INSTITUTIONAL TRUST CO EIN 94-3112180 INVESTMENT MANAGER | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 21 | — | $128K |
| HARDING LOEVENER LP EIN 27-0684167 INVESTMENT MANAGER | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $123K |
| ARIEL INVESTMENTS, LLC EIN 02-0712418 INVESTMENT MANAGER | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $118K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE/CUSTODIAN | Investment management fees paid directly by plan; Soft dollars commissions; Trustee (bank, trust company, or similar financial institution); Float revenue; Custodial (securities) Service code 19 | — | $86K |
| EXELON BUSINESS SERVICES COMPANY EIN 23-3063219 ADMINISTRATOR | Plan Administrator Service code 14 | — | $74K |
| ACADIAN ASSET MANAGEMENT, LLC EIN 04-2929221 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | — | $72K |
| MITCHELL & TITUS, LLP EIN 13-2781641 AUDITOR | Accounting (including auditing) Service code 10 | — | $29K |
| XPONANCE INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 2605 MERIDIAN PARKWAY STE 105 DURHAM, NC 27713 | $15K |
| CREEKSIDE EIN 36-3587072 PRINTER | Participant communication Service code 38 | — | $6K |
| PLANTE MORAN CONSULTING | Consulting (general); Consulting fees Service code 16 | 10 S RIVERSIDE PLAZA CHICAGO, IL 60606 | $6K |
| EDGEWOOD PARTNERS INSURANCE CENTER EIN 94-3195221 CONSULTING | Consulting (general); Consulting fees Service code 16 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,524 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 720 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 4,524 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 4,414 | $5.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,414 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.