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 2 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 1 broker row. $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 |
|---|---|---|---|
| ANTHEM EIN 31-1440175 | Contract Administrator Service code 13 | — | $5.0M |
| LABORERS DISTRICT COUNCIL PENSION F EIN 31-6129964 | Contract Administrator Service code 13 | — | $1.4M |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570789 | Contract Administrator Service code 13 | — | $494K |
| MATTHEW ARCHER EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $82K |
| BALL & TANOURY EIN 31-1165361 | Legal Service code 29 | — | $78K |
| JPMORGAN CHASE BANK N.A. EIN 38-3311528 | Investment management fees paid directly by plan Service code 51 | — | $68K |
| AMY TOY EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $54K |
| SIERRA INVESTMENTS EIN 68-0370668 | Investment management Service code 28 | — | $54K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 | Investment management fees paid directly by plan Service code 51 | — | $53K |
| CLAIM TECHNOLOGIES, INC. | Other fees Service code 99 | 100 COURT AVE #306 DES MOINES, IA 50309 | $51K |
| DENISE SIKES EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $50K |
| THE SEGAL COMPANY EIN 31-1835864 | Actuarial Service code 11 | — | $50K |
| OAKTREE CAPITAL MANAGEMENT EIN 26-2180715 | Investment management fees paid directly by plan Service code 51 | — | $46K |
| CIUNI & PANICHI EIN 34-1322309 | Accounting (including auditing) Service code 10 | — | $46K |
| JENNIFER HALL EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $46K |
| DEPARTMENT OF THE TREASURY, IRS | Other insurance fees and expenses Service code 73 | INTERNAL REVENUE SERVICE CINCINNATI, OH 459990009 | $43K |
| WILLIAM BROWN EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $43K |
| BRIAN GASTON EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $42K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 | Contract Administrator Service code 13 | — | $38K |
| CYNTHIA ZELLER EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $35K |
| PROFORMA EIN 31-1172026 | Copying and duplicating Service code 36 | — | $33K |
| MEKETA INVESTMENT GROUP, INC. EIN 04-2659023 | Investment advisory (plan) Service code 27 | — | $32K |
| STEVEN ZELLER EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $31K |
| TRICAST INC EIN 47-4702246 | Accounting (including auditing) Service code 10 | — | $29K |
| TRACY SWOPE EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $29K |
| NICOLE SHREVES EIN 31-6129964 EMPLOYEE | Employee (plan sponsor) Service code 35 | — | $28K |
| KRYSTAL LENDON EIN 47-5279869 | Other fees Service code 99 | — | $25K |
| PITNEY BOWES PURCHASE POWER EIN 84-1386389 | Copying and duplicating Service code 36 | — | $22K |
| MANGANO LAW OFFICES CO, LPA EIN 20-5460196 | Legal Service code 29 | — | $15K |
| BUCK CONSULTANTS EIN 13-3954297 | Actuarial Service code 11 | — | $14K |
| EMPLOYERS HEALTH COALITION, INC. EIN 34-1403820 | Insurance services Service code 23 | — | $12K |
| HEALTHY LIFE SCREENING | Other fees Service code 99 | 61 N CLEVELAND MASSILLON ROAD AKRON, OH 44333 | $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 | 11,261 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,690 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 13,951 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | MONUMENTAL LIFE | 2,391 | $8.0M |
| Prescription drug | ENVISION INSURANCE COMPANY | 2,391 | $3.0M |
| Other | ENVISION INSURANCE COMPANY | 2,391 | $3.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,391 | — |
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."
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.