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 6 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 | Plan Administrator; Copying and duplicating Service code 14 | PO BOX 819015 DALLAS, TX 75381 | $2.4M |
| BAKER BOTTS, LLP ATTORNEY | Legal Service code 29 | PO BOX 301251 DALLAS, TX 75303 | $725K |
| UBS INVEST. CUSTODIAN | Custodial (securities) Service code 19 | 2155 LOUISIANA BLVD NE ALBUQUERQUE, NM 87110 | $152K |
| SEGAL CONSULTING EIN 94-1503999 CONSULTANT | Consulting (general) Service code 16 | 7900 NORTH SAM HOUSTON PWKY WEST SUITE 110 HOUSTON, TX 77064 | $69K |
| TCW INVESTMENT MANAGEMENT INVEST. MGR. | Investment management Service code 28 | FILE 56439 LOS ANGELES, CA 90074 | $58K |
| BAHL & GAYNOR EIN 31-1297139 INVEST. MGR. | Investment management Service code 28 | 255 EAST FIFTH STREET SUTIE 2700 CINCINNATI, OH 45202 | $56K |
| REILLY ECHOLS PRINT SERVICES | Copying and duplicating Service code 36 | 1710 S HARWOOD ST DALLAS, TX 75215 | $56K |
| EATON VANCE INVEST. MGR. | Investment management Service code 28 | TWO INTERNATIONAL PLACE BOSTON, MA 02110 | $55K |
| WCM INVEST. MGR. | Investment management Service code 28 | 281 BROOKS STREET LAGUNA BEACH, CA 92651 | $51K |
| EDWARDS AND LEATHERS, P.C. EIN 20-8739519 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | PO BOX 860 BAYTOWN, TX 77522 | $49K |
| BRANDES INVESTMENT INVEST. MGR. | Investment management Service code 28 | 11988 EL CAMINO REAL SUITE 600 SAN DIEGO, CA 92191 | $30K |
| SEGAL SELECT INSURANCE INSURANCE | Insurance agents and brokers Service code 22 | 333 WEST 34TH STREET NEW YORK, NY 10001 | $29K |
| SEGAL ADVISORS EIN 13-2646110 ACTUARY | Actuarial Service code 11 | 901 MOPAC EXPRESSWAY BUILDING 1, SUITE 300 AUSTIN, TX 78746 | $26K |
| WELLESLY ASSET MANAGEMENT INVEST. MGR. | Investment management Service code 28 | 20 WILLIAM STREET SUITE 310 WELLESLY, MA 02481 | $26K |
| UNIPLAN INVESTMENT COUNSEL INVEST. MGR. | Investment management Service code 28 | 22939 WEST OVERSON ROAD UNION GROVE, WI 53182 | $22K |
| WESTIN DFW HOTEL MEETINGS HOTEL | Other services Service code 49 | 4545 W JOHN CARPENTER FWY IRVING, TX 75063 | $15K |
| HARPER & PEARSON EIN 74-1695589 PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | ONE RIVERWAY SUITE 100 HOUSTON, TX 77056 | $11K |
| HILTON ARLINGTON HOTEL MEETINGS HOTEL | Other services Service code 49 | 2401 EAST LAMAR ARLINGTON, TX 76006 | $10K |
| CHARLES HILL DELIVERY SERVICE | Other services Service code 49 | 222 GOLD FINCH DR RICHARDSON, TX 75081 | $9K |
| DOUBLE TREE DFW MEETINGS HOTEL | Other services Service code 49 | 4441 W JOHN CARPENTER FWY IRVING, TX 75063 | $7K |
| EAGLE GLOBAL ADVISORY INVEST. MGR. | Investment management Service code 28 | 1330 POST OAK BLVD. SUITE 3000 HOUSTON, TX 77056 | $6K |
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 | 6,489 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 658 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 7,147 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 6,230 | $53.7M |
| Dental | DELTA DENTAL INSURANCE COMPANY | 6,322 | $0 |
| Vision | VISION SERVICE PLAN | 6,243 | $0 |
| Prescription drug(2 contracts, 2 carriers) | UNITEDHEALTHCARE | 6,300 | $1.0M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE CARRIER | 6,114 | $811K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,322 | — |
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.
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
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.