See 1 carrier contract with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 3 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CONRAD SIEGEL EIN 23-1669823 NONE | Consulting (pension); Shareholder servicing fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Participant loan processing; Direct payment from the plan Service code 15 | PO BOX 5900 HARRISBURG, PA 171100900 | $22K |
| ALLIANCEBERNSTEIN LP NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | 1345 AVENUE OF AMERICAS NEW YORK, NY 10105 | $0 |
| AMERICAN CENTURY INVESTMENT INC EIN 44-6006315 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| AMERICAN CENTURY INVESTMENT MANAGEM | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| CHARLES SCHWAB & CO., INC. EIN 94-1737782 NONE | Direct payment from the plan; Custodial (securities); Shareholder servicing fees; Investment management fees paid indirectly by plan; Float revenue; Investment management Service code 19 | — | $0 |
| FIDELITY & RESEARCH COMPANY EIN 06-1194217 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
| FIDELITY MANAGEMENT & RESEARCH COMP | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
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 | 146 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 54 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 200 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | NORTHWESTERN MUTUAL | 4 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4 | — |
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."
No prospect flags tripped on this filing.