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 |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Direct payment from the plan; Other services; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $478K |
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Claims processing; Copying and duplicating; Direct payment from the plan; Contract Administrator Service code 12 | — | $319K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Direct payment from the plan; Legal Service code 29 | — | $125K |
| SEIX INVESTMENT ADVISORS EIN 95-4191764 NONE | Direct payment from the plan; Investment management Service code 28 | — | $69K |
| BOSTON TRUST WALDEN EIN 04-2273811 NONE | Direct payment from the plan; Investment management Service code 28 | — | $68K |
| L.M. HENDERSON & COMPANY EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $62K |
| NEW ENGLAND PENSION CONSULTANTS EIN 26-1429809 NONE | Direct payment from the plan; Consulting (pension) Service code 17 | — | $31K |
| THE SEGAL COMPANY ( EASTERN STATES) EIN 13-1835864 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $28K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $26K |
| CONSULTING & RISK MANAGEMENT SERVIC EIN 61-1317950 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $25K |
| FIRST HORIZON BANK EIN 62-0201385 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $14K |
| VANGUARD EIN 23-1945930 NONE | Consulting (pension); Direct payment from the plan Service code 17 | — | $6K |
| RHUMBLINE EIN 04-3118582 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $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 | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | STANDARD INSURANCE COMPANY | 1,538 | $76K |
| Stop-loss / reinsurancereinsurance | ULLICO | 961 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,538 | — |
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 final-filing indicator is set. The plan is winding down. Skip it for sales.