See 10 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 11 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NAMIC SERVICE CORPORATION, INC. EIN 35-1176317 RELATED PARTY | Direct payment from the plan; Plan Administrator; Other services Service code 14 | — | $252K |
| NATIONAL ASSOC OF MUTUAL INS COMP EIN 35-0539460 RELATED PARTY | Other services; Direct payment from the plan Service code 49 | — | $29K |
| L.M. HENDERSON & COMPANY, LLP EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| EXETER TRUST COMPANY EIN 02-0476209 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $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 | 2,998 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 83 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,081 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,924 | $584K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 2,924 | $584K |
| Life insurance(5 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,720 | $526K |
| Long-term disability(3 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,248 | $449K |
| Other(4 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,720 | $464K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,924 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.