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 4 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 4 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 |
|---|---|---|---|
| HIGHMARK EIN 23-1294723 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $3.3M |
| LABORERS COMBINED FUNDS OF W PA EIN 25-1333639 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $1.7M |
| ROBECO INVESTMENT MANAGEMENT INC EIN 98-0202744 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $651K |
| HIGHMARK CASUALTY INSURANCE EIN 25-1334623 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $371K |
| MONDRIAN INTERNATIONAL EQUITY FUND EIN 36-7205063 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $168K |
| CS MCKEE EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $126K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $120K |
| BNYMELLON BANK EIN 13-5160382 NONE | Securities brokerage commissions and fees; Direct payment from the plan; Custodial (securities) Service code 19 | — | $117K |
| GOEHRING RUTTER & BOEHM EIN 25-1291135 NONE | Legal; Direct payment from the plan Service code 29 | — | $102K |
| HOWARD GROSSINGER EIN 25-1266288 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| SEGAL SELECT EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Direct payment from the plan Service code 50 | — | $32K |
| MORGAN STANLEY EIN 20-8764829 NONE | Direct payment from the plan; Investment advisory (plan); Other investment fees and expenses Service code 27 | — | $30K |
| SISTERSON & CO LLP EIN 25-1467156 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $27K |
| TFG PARTNERS EIN 25-6035806 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| WODARCZYK & ASSOCIATES, LLC EIN 46-1702961 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
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 | 5,448 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 365 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,817 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | HM LIFE INSURANCE COMPANY(DAVIS VISION) | 12,148 | $732K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 21,462 | $1.1M |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 5,521 | $662K |
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 5,887 | $571K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 21,462 | — |
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 broker changed. The plan may take a second-look pitch.