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 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 |
|---|---|---|---|
| NATIONAL UNDERWRITING SERVICES EIN 35-2481296 STOP/LOSS | Insurance services Service code 23 | — | $287K |
| CUSTOM DESIGN BENEFITS, LLC EIN 81-0798821 CLAIMS PROCESSING | Claims processing Service code 12 | — | $88K |
| LANG FINANCIAL GROUP OTHER | Insurance agents and brokers Service code 22 | — | $36K |
| RX RESULTS EIN 26-3233073 PRESCRIPTION AUTHOR | Other services Service code 49 | — | $8K |
| INNOVATIVE MEDICAL RISK EIN 45-4167263 PATIENT ADVOCATE | Other services Service code 49 | — | $8K |
| PAYER COMPASS EIN 46-2047081 CLAIMS REPRICER | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
| THE PHIA GROUP EIN 46-1439866 OTHER | Other services Service code 49 | — | $3K |
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 | 190 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 194 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DENTAL CARE PLUS, INC. | 316 | $75K |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | 261 | $18K |
| Life insurance | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 143 | $61K |
| Stop-loss / reinsurancereinsurance | FIDELITY SECURITY LIFE INSURANCE COMPANY | 190 | $288K |
| Other | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 143 | $61K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 316 | — |
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."
The primary broker changed. The plan may take a second-look pitch.