See 1 carrier contract 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CDS ADMINISTRATORS EIN 25-1352803 NONE | Contract Administrator; Claims processing Service code 12 | — | $171K |
| HIGHMARK EIN 23-1294723 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $127K |
| GALLAGHER FIDUCIARY ADVISORS EIN 13-3406417 NONE | Direct payment from the plan; Investment management Service code 28 | — | $95K |
| SEGAL CONSULTING EIN 13-1835864 NONE | Actuarial Service code 11 | — | $77K |
| BANK OF NY MELLON EIN 13-5160382 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $41K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $36K |
| COMERCIA EIN 26-1860594 NONE | Investment management; Direct payment from the plan Service code 28 | — | $35K |
| THOMAS BRAUN EIN 26-1860594 COMMITTEE MEMBER | Direct payment from the plan Service code 50 | — | $31K |
| THOMAS HAYHURST COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | — | $24K |
| JAMES DWORKIN COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | — | $24K |
| CHARLES PIPER COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | — | $24K |
| S. HOWARD KLINE EIN 27-1195748 COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | — | $24K |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $21K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing; Insurance services Service code 12 | — | $6K |
| ANNE BLANTON COMMITTEE MEMBER | Direct payment from the plan; Trustee (individual) Service code 20 | — | $0 |
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 | 241 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,121 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 231 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,593 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
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.