See 2 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 3 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DICKINSON GROUP LLC EIN 20-1241472 NONE | Actuarial; Claims processing; Direct payment from the plan; Contract Administrator Service code 11 | — | $804K |
| EMPIRE BLUE CROSS BLUE SHIELD EIN 23-7391136 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $486K |
| DDS SERVICES INC EIN 11-2705346 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $158K |
| AMERICAN HEALTH CARE ADMIN SERVICES EIN 68-0146015 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $124K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $86K |
| SLEVIN & HART EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $84K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $35K |
| COSTAROTHBORT CPAS LLC EIN 46-5286678 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $33K |
| CLEARBRIDGE INVESTMENT LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 8TH AVENUE NEW YORK, NY 10018 | $32K |
| ERIC OLYNIK EIN 11-3310062 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $25K |
| BARNES, IACCARINO & SHEPHERD LLP EIN 26-3858697 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| FRANK RAPPO EIN 11-3310062 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $19K |
| CONFIDIO, LLC EIN 47-1826755 NONE | Other services; Direct payment from the plan Service code 49 | — | $15K |
| REYNOLDS CONSULTING SERVICES EIN 20-1899564 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $13K |
| SAGE ADVISORY SERVICES | Direct payment from the plan; Investment advisory (plan) Service code 27 | 5900 SOUTHWEST PARKWAY AUSTIN, TX 78735 | $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 | 1,955 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,970 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,645 | $212K |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE CO OF NY | 1,810 | $602K |
| Other | HARTFORD LIFE AND ACCIDENT | 1,645 | $212K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,810 | — |
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.