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 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 |
|---|---|---|---|
| PATH ADMINISTRATORS EIN 46-1226464 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $170K |
| S & S HEALTHCARE STRATEGIES EIN 31-1418743 NONE | Direct payment from the plan; Other services; Insurance services Service code 23 | — | $55K |
| WILLIG, WILLIAMS AND DAVIDSON EIN 23-2416488 NONE | Legal; Direct payment from the plan Service code 29 | — | $44K |
| BENECARD EIN 22-2998772 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $20K |
| ALAN ROSS & COMPANY PC EIN 20-5367494 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| INETICO, LLC D/B/A VALENZ CARE EIN 81-5149270 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $9K |
| CONRAD SIEGEL EIN 23-1669823 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $8K |
| US BANK EIN 31-0841368 NONE | Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
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 | 208 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 94 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 302 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MADISON NATIONAL LIFE INSURANCE COMPANY | 427 | $41K |
| Stop-loss / reinsurancereinsurance | LIBERTY INSURANCE UNDERWRITERS, INC. | 337 | $209K |
| Other | MADISON NATIONAL LIFE INSURANCE COMPANY | 427 | $41K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 427 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.