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 12 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 51 broker rows. $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 |
|---|---|---|---|
| ROUNDSTONE MAN. EIN 27-0371422 STOP LOSS | Claims processing Service code 12 | 19621 LAKE ROAD ROCKY RIVER, OH 44116 | $676K |
| C.A.S. EIN 91-1991574 TPA | Plan Administrator Service code 14 | — | $95K |
| AIMM EIN 13-4254735 MEDICAL MANAGEMENT | Claims processing Service code 12 | — | $83K |
| S&S HEALTHCARE EIN 31-1418743 PPO NETWORK | Claims processing Service code 12 | 4900 PARKWAY DRIVE SUITE 160 MASON, OH 45040 | $61K |
| GILBERT INC. AGENCY EIN 25-0943703 BROKER | Insurance agents and brokers Service code 22 | 30 EAST STATE STREET SHARON, PA 16146 | $51K |
| AMERICAN HEALTH HOLDING INC. EIN 31-1368946 TELEMEDICINE | Claims processing Service code 12 | 7400 W CAMPUS RD F510 NEW ALBANY, OH 43054 | $9K |
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 | 452 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 452 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 452 | $126K |
| Vision | VISION BENEFITS OF AMERICA | 244 | $14K |
| Life insurance(7 contracts, 2 carriers) | RELIANCE STANDARD | 383 | $134K |
| Short-term disability | RELIANCE STANDARD | 383 | $56K |
| Long-term disability(3 contracts) | RELIANCE STANDARD | 383 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 452 | — |
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.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.