See 3 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 2 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 |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS EIN 54-1419753 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $623K |
| MAGNACARE EIN 11-3410766 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $152K |
| M EGENER EIN 35-0911491 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $96K |
| P KEENAN EIN 35-0911491 ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $88K |
| HAGBERG & ASSOCIATES, P.C. EIN 01-0598991 NONE | Legal; Direct payment from the plan Service code 29 | — | $79K |
| P HUFF EIN 35-0911491 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| MORGAN STANLEY / GRAYSTONE EIN 36-3145972 NONE | Investment advisory (plan); Named fiduciary; Direct payment from the plan; Investment management fees paid directly by plan; Securities brokerage Service code 27 | — | $56K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $53K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $46K |
| SAGE ADVISORY SERVICES LTD CO EIN 74-2798841 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $42K |
| J SWIDER EIN 35-0911491 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| GRAND ROUNDS EIN 45-3580052 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $25K |
| FIRST MIDWEST BANK EIN 36-1495255 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $12K |
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 | 801 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 515 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,316 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 1,325 | $114K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 887 | $56K |
| Stop-loss / reinsurancereinsurance | NATIONWIDE | 1,010 | $872K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 887 | $56K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,325 | — |
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 broker changed. The plan may take a second-look pitch.