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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DOVER CONSULTING GROUP EIN 31-1281984 NONE | Accounting (including auditing); Direct payment from the plan; Investment management Service code 10 | 476 WINDSOR PARK DR DAYTON, OH 45459 | $55K |
| CW BREITSMAN ASSOC, LLC EIN 26-0664784 NONE | Direct payment from the plan; Plan Administrator Service code 14 | THREE GATEWAY CENTER, STE 1625 PITTSBURGH, PA 15222 | $43K |
| COOK, & LOGOTHETIS, LLC EIN 27-0749444 NONE | Legal; Direct payment from the plan Service code 29 | 30 GARFIELD PL, SUITE 540 CINCINNATI, OH 45202 | $10K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 7501 WISCONSIN AVE., SUITE 1200W BETHESDA, MD 20814 | $10K |
| GARRETT HARBRON TRUSTEE | Trustee (individual) Service code 20 | THREE GATEWAY CENTER, STE 1625 PITTSBURGH, PA 15222 | $6K |
| JOHN WARDELL TRUSTEE | Plan Administrator Service code 14 | THREE GATEWAY CENTER, STE 1625 PITTSBURGH, PA 15222 | $6K |
| PAUL GONZALEZ TRUSTEE | Trustee (individual) Service code 20 | THREE GATEWAY CENTER, STE 1625 PITTSBURGH, PA 15222 | $6K |
| PRISCILLA ROBERGE TRUSTEE | Trustee (individual) Service code 20 | THREE GATEWAY CENTER, STE 1625 PITTSBURGH, PA 15222 | $6K |
| ROBERT HOCKENBERGER TRUSTEE | Trustee (individual) Service code 20 | THREE GATEWAY CENTER, STE 1625 PITTSBURGH, PA 15222 | $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 | 237 | Currently employed and enrolled or eligible. |
| Retired/separated still eligible | 82 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 319 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | TRANSAMERICA LIFE INSURANCE CO. | 242 | $543K |
| Prescription drug | UNITED HEALTHCARE INSURANCE CO. | 242 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 242 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.