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 |
|---|---|---|---|
| WINSLOW ASSET MANAGEMENT EIN 34-1705163 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $252K |
| FM VACCARO & ASSOCIATES EIN 23-2148108 NONE | Contract Administrator Service code 13 | — | $227K |
| FOUNDRY PARTNERS EIN 46-1184506 NONE | Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid directly by plan Service code 51 | — | $225K |
| C.S. MCKEE EIN 25-1900687 NONE | Investment management Service code 28 | — | $119K |
| COLUMBIA PARTNERS, LLC EIN 52-1940739 NONE | Investment management; Investment advisory (plan) Service code 27 | — | $88K |
| PNC BANK EIN 25-1211909 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $75K |
| BEYER-BARBER EIN 23-2503024 NONE | Consulting (pension); Actuarial Service code 11 | — | $66K |
| TUCKER ARENSBERG PC EIN 25-1425735 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| ASB CAPITAL MANAGEMENT LLC EIN 80-0618452 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | — | $46K |
| GAMCO ASSET MANAGEMENT INC. EIN 13-4044521 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $44K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $41K |
| MARCO CONSULTING GROUP, INC. EIN 36-3555078 NONE | Consulting (pension) Service code 17 | — | $38K |
| FRANKLIN TEMPLETON INVESTMENTS NONE | Investment management; Investment management fees paid directly by plan Service code 28 | ONE GRANKLIN PARKWAY SAN MATEO, CA 944031906 | $25K |
| THE PHILADELPHIA TRUST COMPANY EIN 23-2979239 NONE | Investment management Service code 28 | — | $15K |
| MCELHANEY & ASSOCIATES, LLC EIN 38-3806684 NONE | Accounting (including auditing) Service code 10 | — | $13K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $7K |
| GEM GROUP EIN 26-1603738 NONE | Contract Administrator Service code 13 | — | $6K |
| CYPHER & CYPHER NONE | Accounting (including auditing) Service code 10 | 179 EAST PIKE STREET CANONSBURG, PA 15317 | $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 | 1,402 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 921 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 303 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 197 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 2,823 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,525 | $279K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,823 | $279K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,823 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.