Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss | |
Dental | Dental |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,004 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 271 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,275 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CARE-PLUS DENTAL PLANS, INC. | 160 | $57K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,080 | $185K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,080 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION EIN 39-1400101 NONE | Other fees; Consulting (general); Plan Administrator; Consulting fees; Claims processing Service code 12 | — | $916K |
| UNITED HEALTH CARE INSURANCE CO. EIN 36-2739571 NONE | Claims processing; Other fees Service code 12 | — | $613K |
| MERCER HEALTH & BENEFITS LLC EIN 13-2834414 NONE | Consulting (general); Consulting fees Service code 16 | — | $212K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Direct payment from the plan; Custodial (other than securities); Custodial (securities) Service code 18 | — | $116K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-1365594 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $94K |
| EXPRESS SCRIPTS HOLDING COMPANY NONE | Claims processing; Direct payment from the plan Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $86K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Other fees; Legal Service code 29 | — | $74K |
| CASE MANAGEMENT SPECIALISTS, INC. NONE | Other services; Other fees Service code 49 | 553 S INDUSTRIAL DR. #6 HARTLAND, WI 53029 | $60K |
| DELTA DENTAL OF WISCONSIN, INC. NONE | Direct payment from the plan; Claims processing Service code 12 | 1233 N. MAYFAIR ROAD #204 MILWAUKEE, WI 53226 | $57K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Other fees; Legal Service code 29 | — | $49K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Other fees; Other services Service code 49 | PO BOX 750 MENLO PARK, CA 94026 | $38K |
| SIKICH LLP EIN 36-3168081 NONE | Accounting (including auditing); Other fees Service code 10 | — | $38K |
| WEX HEALTH, INC. EIN 06-1593514 NONE | Claims processing; Direct payment from the plan Service code 12 | 82 HOPMEADOW STREEET, SUITE 220 SIMSBURY, CT 06089 | $20K |
| MAY, BONEE & CLARK INSURANCE NONE | Claims processing; Direct payment from the plan Service code 12 | 180 GLASTONBURY BLVD. SUITE 401 GLASTONBURY, CT 06033 | $15K |
| AURORA EMPLOYER SOLUTIONS EIN 39-1442285 NONE | Other services; Other fees Service code 49 | — | $13K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Consulting fees; Consulting (general) Service code 16 | — | $11K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025