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 4 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 3 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 | — | $326K |
| BSWIFT, LLC EIN 36-4391310 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Participant communication; Plan Administrator Service code 12 | — | $179K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $64K |
| CLARION PARTNERS, LLC EIN 13-3379970 NONE | Investment management Service code 28 | — | $55K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Custodial (securities); Investment management Service code 19 | — | $50K |
| ROBERT W. BAIRD & COMPANY EIN 39-6037917 ADVISOR | Investment advisory (plan); Other services; Consulting fees; Named fiduciary Service code 27 | — | $45K |
| NUVEEN ASSET MANAGEMENT EIN 27-4357327 NONE | Investment management Service code 28 | — | $23K |
| WILLIS TOWERS WATSON EIN 23-1159360 NONE | Actuarial; Other services; Consulting (general) Service code 11 | — | $17K |
| DELTA DENTAL OF WI EIN 39-6094742 NONE | Claims processing Service code 12 | — | $15K |
| WCM INVESTMENT MGMT EIN 95-3046237 NONE | Investment management Service code 28 | — | $12K |
| MONARCH PARTNERS ASSET MANAGEMENT EIN 27-1468040 NONE | Investment management Service code 28 | — | $11K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,640 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,640 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 1,283 | $962K |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 971 | $121K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,640 | $623K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,640 | — |
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.