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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| THE HORTON GROUP NONE | Consulting (general); Actuarial Service code 11 | 500 WEST MONROE STREET SUITE 2630 CHICAGO, IL 60661 | $114K |
| LOOMIS SAYLES TRUST COMPANY, LLC EIN 20-8080381 NONE | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $50K |
| DICLAUDIO & KRAMER, LLC EIN 27-0889793 NONE | Accounting (including auditing) Service code 10 | — | $33K |
| TUCKER ARENSBERG, ET AL EIN 25-0711430 NONE | Legal Service code 29 | — | $28K |
| PNC BANK EIN 25-1197336 NONE | Investment management fees paid indirectly by plan; Float revenue; Custodial (securities); Soft dollars commissions Service code 19 | — | $26K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $25K |
| ALLAN BATES & ASSOCIATES EIN 25-1460327 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $16K |
| IFM INVESTORS, LLC NONE | Investment management fees paid indirectly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management Service code 28 | 114 WEST 47TH STREET 26TH FLOOR NEW YORK, NY 10036 | $12K |
| INVESTORS DIVERSIFIED REALTY, LLC NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | 1111 SUPERIOR AVENUE SUITE 1100 CLEVELAND, OH 44114 | $11K |
| PARAMETRIC EIN 20-0292745 NONE | Investment management; Investment management fees paid indirectly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States) Service code 28 | — | $11K |
| LOGAN, METTLEY AND NEWCOMER, PLC EIN 33-1365351 NONE | Legal Service code 29 | — | $10K |
| GRIDIRON PARTNERS, LLC NONE | Investment management Service code 28 | 101 BRADFORD ROAD SUITE 200 WEXFORD, PA 15090 | $7K |
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 | 1,230 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,231 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS/BLUE SHIELD | 2,732 | $16.9M |
| Vision | BLUE CROSS/BLUE SHIELD | 1,195 | $77K |
| Life insurance | GUARDIAN | 1,086 | $114K |
| Prescription drug | BLUE CROSS/BLUE SHIELD | 2,738 | $6.4M |
| Other(2 contracts, 2 carriers) | BLUE CROSS/BLUE SHIELD | 2,732 | $17.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,738 | — |
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.