See 4 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 1 broker row 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 |
|---|---|---|---|
| MAGNACARE EIN 11-3410766 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $504K |
| M EGENER EIN 35-0911491 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $105K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $75K |
| INCLUDED HEALTH INC. EIN 45-3580052 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $69K |
| P KEENAN EIN 35-0911491 ADMINISTRATOR | Direct payment from the plan; Plan Administrator Service code 14 | — | $65K |
| M SCZURKO EIN 35-0911491 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| HAGBERG & ASSOCIATES, P.C. EIN 01-0598991 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $55K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $54K |
| J SWIDER EIN 35-0911491 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| SAGE ADVISORY SERVICES LTD CO EIN 74-2798841 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $32K |
| OLD NATIONAL BANK EIN 35-1729164 NONE | Investment management; Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $5K |
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 | 904 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 509 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,413 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC | 678 | $1.8M |
| Vision | VISION SERVICE PLAN | 1,429 | $163K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 984 | $58K |
| Prescription drug | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC | 678 | $1.8M |
| Stop-loss / reinsurancereinsurance | ZURICH AMERICAN INSURANCE COMPANY | 956 | $728K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 984 | $58K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,429 | — |
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."
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.