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 3 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 SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Consulting (general) Service code 11 | — | $102K |
| C.S. MCKEE, L.P. EIN 25-1900687 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $56K |
| ALLAN BATES & ASSOCIATES EIN 25-1460327 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $51K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Investment advisory (plan) Service code 27 | — | $29K |
| UBS REALTY INVESTORS EIN 06-1452020 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $23K |
| DICLAUDIO & KRAMER, LLC EIN 27-0889793 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| LOOMIS SAYLES & CO. LP EIN 04-3200030 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $19K |
| TUCKER ARENSBERG, ET AL EIN 25-0711430 NONE | Legal Service code 29 | — | $18K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (securities); Investment management fees paid directly by plan; Custodial (other than securities) Service code 18 | — | $11K |
| PNC BANK EIN 25-1211909 NONE | Float revenue; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $4K |
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 | 1,312 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,352 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS/BLUE SHIELD | 3,232 | $15.6M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,153 | $129K |
| Prescription drug | BLUE CROSS/BLUE SHIELD | 3,232 | $2.6M |
| Other(2 contracts, 2 carriers) | BLUE CROSS/BLUE SHIELD | 3,232 | $15.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,232 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.