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 9 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 7 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 |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 N/A | Direct payment from the plan; Contract Administrator; Claims processing; Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.5M |
| CHC WELLNESS EIN 52-2402054 N/A | Direct payment from the plan; Consulting fees Service code 50 | — | $99K |
| SHEPHERD INSURANCE LLC | Insurance brokerage commissions and fees; Other commissions; Insurance agents and brokers Service code 22 | — | $62K |
| THE NYHART COMPANY, INC. EIN 35-0966414 N/A | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $17K |
| BENEFIT PLAN CONSULTANTS EIN 36-3036100 N/A | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $10K |
| OLD NATIONAL TRUST COMPANY EIN 35-1799335 N/A | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $9K |
| SHEPHERD INSURANCE EIN 45-3540375 N/A | Other commissions; Investment management fees paid indirectly by plan; Insurance agents and brokers Service code 22 | — | $0 |
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 | 1,098 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 34 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,132 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM INSURANCE COMPANIES, INC. | 2,522 | $1.3M |
| Dental | ANTHEM INSURANCE COMPANIES, INC. | 2,522 | $1.3M |
| Vision | ANTHEM INSURANCE COMPANIES, INC. | 2,522 | $1.3M |
| Life insurance(4 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,325 | $2.9M |
| Long-term disability(4 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,467 | $3.3M |
| Stop-loss / reinsurancereinsurance | ANTHEM INSURANCE COMPANIES, INC. | 2,522 | $1.3M |
| Other(5 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,467 | $3.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,522 | — |
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."
No prospect flags tripped on this filing.