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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Other services Service code 12 | — | $1.1M |
| LAURA DUKE EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $113K |
| KIM WRIGHT EIN 35-0851694 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $108K |
| JACQUELINE NEIBLE EIN 35-0851694 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $106K |
| TONYA BENZ EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $106K |
| PNC BANK EIN 22-1146430 NONE | Float revenue; Soft dollars commissions; Custodial (securities); Direct payment from the plan Service code 19 | — | $90K |
| LEDBETTER, PARISI, SOLLARS LLC EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $84K |
| DELTA DENTAL PLAN OF INDIANA EIN 35-1545647 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $82K |
| AMY SCHEIBLE EIN 35-0851694 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $65K |
| DAVID RAY EIN 35-0851694 ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $61K |
| WHITNEY KING EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $54K |
| LISA SMITH EIN 35-0851694 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $34K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $33K |
| ANDCO CONSULTING LLC EIN 59-3676225 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $31K |
| DEROY & DEVEREAUX EIN 38-2251232 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $31K |
| SAVRX EIN 47-0527013 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $28K |
| FARR MILLER & WASHINGTON EIN 52-1979573 NONE | Soft dollars commissions; Investment management; Investment management fees paid directly by plan Service code 28 | — | $26K |
| M2 PERFORMANCE STRATEGIES EIN 47-1850976 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $8K |
| A&S FINANCIAL SERVICES EIN 27-4188863 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
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 | 2,066 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 640 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,706 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 797 | $1.2M |
| Prescription drug | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 797 | $1.2M |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 2,285 | $198K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,285 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.