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 6 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 |
|---|---|---|---|
| CETERA EIN 30-0588666 INVESTMENT MANAGER | Investment management Service code 28 | — | $126K |
| JACKSON, DIEKEN AND ASSOCIATES EIN 34-1718397 D & O INSURANCE | Insurance services Service code 23 | — | $52K |
| ASSURED PARTNERS EIN 80-0786940 BROKER | Insurance brokerage commissions and fees Service code 53 | — | $48K |
| MUTUAL HEALTH SERVICES EIN 34-0648820 THIRD PARTY ADMINISTRATO | Contract Administrator Service code 13 | PO BOX 5700 CLEVELAND, OH 44101 | $17K |
| APPLE GROWTH PARTNERS EIN 34-1082617 AUDITOR | Accounting (including auditing); Other services Service code 10 | — | $15K |
| CENTRAL DATA SERVICES, INC EIN 25-1352803 ELIGIBILITY VENDOR | Other services Service code 49 | — | $12K |
| FINDLEY DAVIES EIN 34-1213174 ACTUARY | Actuarial Service code 11 | — | $7K |
| FURRER & ASSOCIATES EIN 16-1657233 ACCOUNTANT | Accounting (including auditing) Service code 10 | — | $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 | 52 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 209 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 261 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 265 | $1.1M |
| Dental | SUPERIOR DENTAL CARE | 335 | $92K |
| Vision | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | 337 | $24K |
| Prescription drug(3 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 265 | $1.1M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 27 | $226K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 337 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.