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 4 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 6 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 |
|---|---|---|---|
| LABOR FIRST (RETIREE FIRST) EIN 06-1750191 NONE | Contract Administrator; Other services; Claims processing; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $6.2M |
| ANTHEM INSURANCE COMPANY EIN 35-0781558 NONE | Other services; Direct payment from the plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator Service code 12 | — | $4.5M |
| HINES & ASSOCIATES EIN 36-3545085 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $1.1M |
| DELTA DENTAL OF INDIANA EIN 35-1545647 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $306K |
| IFM INVESOTRS PTY LTD. EIN 98-0569684 NONE | Investment management fees paid indirectly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management Service code 28 | — | $301K |
| BEACH POINT CAPITAL MANAGEMENT EIN 80-0242162 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $231K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $191K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $160K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $158K |
| INVESCO ADVISERS, INC. EIN 58-1707262 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $156K |
| ULLICO INVESTMENT ADVISORS, INC. EIN 52-6435649 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $130K |
| SOMER TAYLOR EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $120K |
| SHELLEY LUFT EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $109K |
| CARLYLE EIN 52-1988385 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $88K |
| ERIN S. EDINGTON EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $84K |
| SAV-RX PRESCRIPTION SERVICES EIN 47-0527013 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $78K |
| ROBERT A. HELLER EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $76K |
| LEDBETTER PARTNERS EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| KATHLEEN CULP EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| MICHAEL BRANNON EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| STEPHANIE A. PATRICK EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $68K |
| PART D ADVISORS EIN 87-3829621 NONE | Direct payment from the plan; Other fees Service code 50 | — | $67K |
| SHERRY ALLEN EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| LISA S. WHITE EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| ADRIENNE BROWN EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $65K |
| MICHAEL EDWARDS EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $62K |
| BRIANNA R. MCCAMMON EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| JOSH A. STOUT EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| ANDREA N. CONLEY EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| PARAMETRIC DEFENSE EQUITY FUND EIN 45-2531297 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $57K |
| DANIELLE BROWN EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $57K |
| NORA LEWELLYN-KENNEDY EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $55K |
| LYNSTONE EIN 98-1734692 NONE | Direct payment from the plan; Investment management Service code 28 | — | $52K |
| CARISSA M. CUNNING EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| MARQUETTE ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $51K |
| SARAH L. HUFFINGTON EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| RICKY SMITH JR EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| ASHLEY N. BUKER EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| LYNELLE GURLEY EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| GARRETT WADE EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| MIDWEST PRESORT EIN 32-0092401 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $32K |
| L.M. HENDERSON & COMPANY EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| GRETCHYN M. LINK EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| AUTUMN MILLER EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $27K |
| AMANDA DAVIS EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $27K |
| THE NORTHERN TRUST COMPANY EIN 36-2723087 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $24K |
| KAITLIN D. BROWN EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $24K |
| AMY L. TRUMMER EIN 35-0923209 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $23K |
| DEVSOURCE EIN 61-1390875 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $23K |
| ANDREA TAYLOR EIN 35-0923209 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $23K |
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 | 9,439 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,789 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 11,228 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 11,196 | $950K |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 10,447 | $1.9M |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 9,536 | $958K |
| Other | METLIFE | 10,447 | $294K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,196 | — |
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."
The primary broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.