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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP EIN 04-2452803 NONE | Custodial (securities); Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $77K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Other investment fees and expenses; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution); Investment management Service code 15 | — | $73K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 31-1440175 NONE | Claims processing; Participant communication; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $51K |
| EXPRESS SCRIPTS NONE | Contract Administrator; Claims processing; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | 1 EXPRESS WAY ST. LOUIS, MO 63121 | $29K |
| MEADEN & MOORE, LTD. EIN 34-1818258 AUDITOR | Accounting (including auditing) Service code 10 | — | $17K |
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 | 454 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 94 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 548 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS BLUE SHIELD | 734 | $886K |
| Life insurance(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 663 | $588K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 663 | $97K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 734 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.