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 2 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 |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $713K |
| SLEVIN AND HART, P.C. EIN 52-1708613 NONE | Legal Service code 29 | — | $145K |
| LARRY MAGARIK ESQ NONE | Legal; Named fiduciary Service code 29 | 80 8TH AVENUE, 9TH FLOOR NEW YORK, NY 10011 | $23K |
| CHARLES SKIDMORE EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| CHRISTIAN FLY EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| CHRISTOPHER BOUDION EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| CHRISTOPHER MALLEY EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| DARRIN TOLLIVER EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor); Other commissions Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| DAVID LIDDLE EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| GREGORY HALE EIN 26-6365479 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| JAY SEEGMILLER EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| PATRICK KENNY EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| SAMUEL BEARSON EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| STEVE WHITE EIN 34-1031303 EMPLOYEE OF PLAN SPONSOR | Other commissions; Employee (plan sponsor) Service code 35 | 24950 COUNTRY CLUB BLVD. SUITE 340 NORTH OLMSTED, OH 44070 | $18K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $15K |
| CLEARSTEAD ADVISORS, LLC NONE | Investment management fees paid directly by plan Service code 51 | 1100 SUPERIOR AVENUE EAST, SUITE 70 CLEVELAND, OH 44114 | $14K |
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 | 33,940 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 33,940 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Long-term disability(2 contracts) | AMALGAMATED LIFE INSURANCE COMPANY | 3,655 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,655 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.