See 2 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 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 | — | $150K |
| MARY VANGEL EIN 35-0940329 EMPLOYEE | Plan Administrator; Direct payment from the plan; Employee (plan) Service code 14 | — | $63K |
| YVONNE KLOOTWYK EIN 35-0940329 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| UNITED ACTUARIAL SERVICES INC. EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $39K |
| PAUL T.BERKOWITZ & ASSOCIATES, LTD. EIN 36-3780998 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| AMY WHITE EIN 35-0940329 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan Service code 15 | — | $10K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $5K |
| JP MORGAN CHASE BANK, NA EIN 13-4994650 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Other investment fees and expenses; Custodial (securities); Float revenue 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 | 220 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 45 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 214 | $16K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 214 | $16K |
| Stop-loss / reinsurancereinsurance | ANTHEM INSURANCE COMPANIES, INC. | 265 | $312K |
| Other | HARTFORD LIFE AND ACCIDENT | 214 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 265 | — |
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 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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.