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 7 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 6 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 |
|---|---|---|---|
| UNITED HEALTH CARE EIN 41-1321939 NONE | Claims processing Service code 12 | — | $1.4M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $77K |
| UNITED BEHAVIORAL HEALTH DBA OPTUM EIN 94-2649097 NONE | Claims processing Service code 12 | — | $64K |
| DELTA DENTAL OF WI EIN 39-6094742 NONE | Claims processing Service code 12 | — | $56K |
| NORTHERN TRUST INVESTMENTS EIN 36-3608252 NONE | Investment management Service code 28 | — | $31K |
| ROBERT W. BAIRD & COMPANY EIN 39-6037917 ADVISOR | Consulting fees; Named fiduciary; Other services; Investment advisory (plan) Service code 27 | — | $31K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE | Custodial (securities); Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $23K |
| DELTA DENTAL OF IL EIN 36-2612058 NONE | Claims processing Service code 12 | — | $17K |
| MONARCH PARTNERS ASSET MANAGEMENT EIN 27-1468040 NONE | Investment management Service code 28 | — | $17K |
| TOWERS WATSON DELAWARE EIN 53-0181291 NONE | Actuarial; Consulting (general); Other services Service code 11 | — | $12K |
| KENNEDY CAPITAL MANAGEMENT EIN 43-1225960 NONE | Investment management Service code 28 | — | $11K |
| NUVEEN ASSET MANAGEMENT EIN 27-4357327 NONE | Investment management Service code 28 | — | $5K |
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 | 1,927 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,726 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,653 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 1,305 | $3.7M |
| Dental | CARE-PLUS DENTAL PLANS, INC. | 11 | $6K |
| Vision(4 contracts) | COMBINED INSURANCE COMPANY OF AMERICA | 2,531 | $354K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 6,056 | $1.4M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 6,056 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,056 | — |
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."
No prospect flags tripped on this filing.