See 16 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TOWERS WATSON INVESTMENT SVCS, INC. NONE | Consulting (general) Service code 16 | 800 NORTH GLEBE ROAD ARLINGTON, VA 22203 | $234K |
| BKD, LLP EIN 44-0160260 NONE | Accounting (including auditing) Service code 10 | — | $72K |
| HEWITT ASSOCIATES CARIBE, INC. NONE | Contract Administrator; Insurance brokerage commissions and fees Service code 13 | 268 MUNOZ RIVERA, STE 1800 SAN JUAN, PR 00918 | $48K |
| AON RISK SOLUTIONS PR INC. NONE | Insurance brokerage commissions and fees; Contract Administrator Service code 13 | P.O. BOX 194926 SAN JUAN, PR 009194926 | $45K |
| U.S. BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $37K |
| INCOME RESEARCH AND MANAGEMENT NONE | Investment management Service code 28 | 100 FEDERAL STREET, 30TH FL. BOSTON, MA 02110 | $32K |
| WELLS FARGO NONE | Distribution (12b-1) fees; Other investment fees and expenses 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 |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $12K |
| MCS LIFE INSURANCE COMPANY EIN 66-0520918 NONE | Insurance brokerage commissions and fees; Contract Administrator Service code 13 | — | $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 | 5,703 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,165 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,868 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 3 carriers) | AETNA LIFE INSURANCE CO. | 2,403 | $20.4M |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 509 | $533K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,403 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.