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 8 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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 94-1702986 ADMINISTRATOR | Copying and duplicating; Plan Administrator Service code 14 | PO BOX 819015 DALLAS, TX 75381 | $2.3M |
| BAKER BOTTS, LLP ATTORNEY | Legal Service code 29 | PO BOX 301251 DALLAS, TX 753031251 | $610K |
| UBS INVEST CUSTODIAN | Custodial (securities) Service code 19 | 2155 LOUISIANA BLVD NE ALBUQUERQUE, NM 871105481 | $111K |
| EATON VANCE INVESTMENT MGR | Investment management Service code 28 | — | $94K |
| THE SEGAL COMPANY EIN 94-1503999 CONSULTANT | Actuarial; Consulting (general) Service code 11 | 7900 NORTH SAM HOUSTON PWKY WEST SUITE 110 HOUSTON, TX 77064 | $85K |
| BAHL & GAYNOR EIN 31-1297139 INVESTMENT MGR | Investment management Service code 28 | 255 EAST FIFTH STREET SUITE 2700 CINCINNATI, OH 45202 | $62K |
| EDWARDS AND LEATHERS, P.C. EIN 20-8739519 AUDITOR | Accounting (including auditing) Service code 10 | PO BOX 860 BAYTOWN, TX 77522 | $55K |
| TCW INVESTMENT MANAGEMENT INVESTMENT MGR | Investment management Service code 28 | FILE 56439 LOS ANGELES, CA 90074 | $47K |
| ALLIANZ GLOBAL INVESTORS INVESTMENT MGR | Investment management Service code 28 | — | $27K |
| UNIPLAN INVESTMENT COUNSEL INVESTMENT MGR | Investment management Service code 28 | — | $21K |
| MATTHEWS, STEIN, SHIELDS, PIERCE EIN 75-1913145 ATTORNEY | Legal Service code 29 | 8131 LBJ SUITE 700 DALLAS, TX 75251 | $14K |
| CINCINNATI ASSET MANAGEMENT INVESTMENT MGR | Investment management Service code 28 | — | $10K |
| EXCALIBUR EXPEDITERS, INC. DELIVERY SERVICE | Other services Service code 49 | — | $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 | 6,070 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,070 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD | 6,000 | $40.2M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 12,699 | $2.5M |
| Vision | VISION SERVICE PLAN | 6,009 | $0 |
| Prescription drug(2 contracts, 2 carriers) | SAVE RX | 977 | $9.5M |
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 4,407 | $441K |
| Other | HUMANA BEHAVIORAL HEALTH | 5,900 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 12,699 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.