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 3 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 |
|---|---|---|---|
| DICKINSON GROUP LLC EIN 20-1241472 NONE | Other fees; Claims processing; Actuarial; Other commissions; Contract Administrator; Direct payment from the plan Service code 11 | — | $653K |
| ANTHEM BLUE CROSS EIN 23-7391136 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services; Contract Administrator Service code 13 | — | $433K |
| SLEVIN & HART EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $220K |
| DD SERVICES, INC. EIN 11-2705347 NONE | Claims processing; Direct payment from the plan; Plan Administrator Service code 12 | — | $182K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Direct payment from the plan; Other services Service code 49 | — | $80K |
| ERIC OLYNIK EIN 11-3310062 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $50K |
| FRANK RAPPO EIN 11-3310062 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $50K |
| COSTAROTHBORT CPAS LLC EIN 46-5286678 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $43K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $33K |
| RAEL AND LETSON EIN 94-1701048 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $31K |
| FIRST ACTUARIAL CONSULTING EIN 26-3842522 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $30K |
| MAXORPLUS EIN 75-2676894 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $28K |
| OVERTURE HEALTH CARE, LLC EIN 83-2696963 NONE | Direct payment from the plan; Other services Service code 49 | — | $27K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $25K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $19K |
| SAGE ADVISORY SERVICES LTD CO. EIN 74-2798841 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $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 | 1,153 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 10 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,163 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,056 | $264K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 1,056 | $264K |
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE COMPANY | 1,142 | $561K |
| Other | HARTFORD LIFE AND ACCIDENT | 1,056 | $264K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,142 | — |
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.