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 1 contract row 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 |
|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD EIN 31-1440175 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Float revenue; Other services; Claims processing Service code 12 | — | $799K |
| RETIREE FIRST EIN 06-1750191 NONE | Insurance services Service code 23 | — | $503K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services Service code 49 | — | $184K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Insurance agents and brokers; Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $177K |
| RINDA HOFFMAN EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $98K |
| JOHNSON & KROL EIN 36-4342024 LEGAL COUNSEL | Legal Service code 29 | — | $88K |
| CVS HEALTH EIN 05-0340626 NONE | Claims processing Service code 12 | — | $81K |
| ANNA WINTER EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $71K |
| ABSOLUTE SOLUTIONS EIN 27-3584158 NONE | Other services Service code 49 | — | $70K |
| MALIA CEFARATTI EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $68K |
| RHONDA SHARP EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $64K |
| LYN SMITH EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $62K |
| NET GAIN TECHNOLOGIES EIN 82-3068834 NONE | Accounting (including auditing) Service code 10 | — | $61K |
| HOUSTON ROAD, LLC EIN 20-8987540 NONE | Other services Service code 49 | — | $61K |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 INVESTMENT CONSULTING | Investment management; Investment management fees paid directly by plan Service code 28 | — | $61K |
| KELLEY GALLOWAY SMITH GOOLSBY EIN 61-1129886 AUDITOR | Accounting (including auditing) Service code 10 | — | $57K |
| JAYNE STULL EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| DELTA DENTAL EIN 31-0685339 BENEFIT ADMINISTRATOR | Claims processing; Insurance agents and brokers; Contract Administrator Service code 12 | — | $41K |
| TERESA BEAM EIN 31-0561070 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 PAYROLL AUDITS | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $34K |
| STRATEGIC CAPITAL EIN 36-4268991 INVESTMENT CONSULTANT | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $25K |
| FIFTH THIRD BANK EIN 31-0676865 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $17K |
| PNC BANK, NATIONAL ASSOCIATION EIN 25-1211909 NONE | Investment management Service code 28 | — | $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 | 1,639 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 473 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,112 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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.
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.