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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Claims processing Service code 12 | — | $678K |
| HEALTHSMART BENEFIT MANAGEMENT, LLC EIN 36-4099199 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $209K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Direct payment from the plan; Legal Service code 29 | — | $115K |
| SEIX INVESTMENT ADVISORS LLC EIN 95-4191764 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $74K |
| FIRST HORIZON BANK EIN 62-0201385 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $65K |
| BOSTON TRUST & INVESTMENT MGMT. CO. EIN 04-2273811 NONE | Custodial (securities); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment management Service code 19 | — | $47K |
| L.M. HENDERSON & COMPANY EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $35K |
| NEW ENGLAND PENSION CONSULTANTS EIN 26-1429809 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $31K |
| EXPRESS SCRIPTS INC EIN 22-3461740 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $30K |
| CONSULTING & RISK MANAGEMENT SERVIC EIN 61-1317950 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $26K |
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 | 1,378 | 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) | 1,378 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | ANTHEM INSURANCE COMPANIES, INC | 0 | $0 |
| Life insurance | STANDARD INSURANCE COMPANY | 1,014 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,014 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.