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 |
|---|---|---|---|
| HIGHMARK EIN 23-1294723 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $876K |
| TOWERS WATSON EIN 23-1159360 NONE | Consulting (pension); Actuarial; Direct payment from the plan Service code 11 | — | $443K |
| UNITED HEALTHCARE SERVICES EIN 36-3377945 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $133K |
| LIBERTY MUTUAL EIN 04-6076039 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $115K |
| UNITED CONCORDIA EIN 25-1687589 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $65K |
| SCHNEIDER DOWNS EIN 25-1408703 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $27K |
| XEROX HR SOLUTIONS, LLC EIN 16-0468020 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan; Participant communication Service code 13 | — | $25K |
| BDO USA, LLP NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 330 N. WABASH AVE SUITE 3200 CHICAGO, IL 60611 | $18K |
| CAREMARK EIN 05-0479173 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $9K |
| PNC BANK, N.A. EIN 25-1211909 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $8K |
| DAVIS VISION EIN 11-3051991 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $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 | 1,832 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 54 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 91 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,977 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MINNESOTA LIFE INSURANCE COMPANY | 5,050 | $507K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 2,219 | $544K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,050 | — |
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."
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.