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 15 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 |
|---|---|---|---|
| TOWERS WATSON INVESTMENT SVCS, INC. NONE | Consulting (general) Service code 16 | 800 NORTH GLEBE ROAD ARLINGTON, VA 22203 | $368K |
| FORVIS MAZARS, LLP EIN 44-0160260 NONE | Accounting (including auditing) Service code 10 | — | $80K |
| WELLS FARGO NONE | Other investment fees and expenses; Distribution (12b-1) fees Service code 63 | 420 MONTGOMERY STREET SAN FRANCISCO, CA 94104 | $31K |
| HEALTHCARE POLICY ROUNDTABLE LLC NONE | Other insurance fees and expenses Service code 73 | 1100 13TH STREET NW, STE 850 WASHINGTON, DC 20043 | $30K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $24K |
| MCS LIFE INSURANCE COMPANY EIN 66-0520918 NONE | Insurance brokerage commissions and fees; Contract Administrator Service code 13 | — | $8K |
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 | 2,775 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 3,263 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,038 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK, INC. | 12 | $44K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 404 | $386K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,984 | — |
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.
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.