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 |
|---|---|---|---|
| A&A DRUG CO. DBA SAV-RX EIN 47-0527013 NONE | Claims processing; Insurance services; Direct payment from the plan Service code 12 | — | $487K |
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan; Other services; Contract Administrator Service code 12 | — | $145K |
| ROBERT PUZA EIN 51-6113680 EMPLOYEE | Direct payment from the plan; Employee (plan); Plan Administrator Service code 14 | — | $55K |
| YVONNE KLOOTWYK EIN 51-6113680 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| UNITED ACTUARIAL SERVICES INC. EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $40K |
| AMY WHITE EIN 51-6113680 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $39K |
| PAUL T.BERKOWITZ & ASSOCIATES, LTD. EIN 36-3780998 NONE | Legal; Direct payment from the plan Service code 29 | — | $37K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Other services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $18K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $5K |
| JP MORGAN CHASE BANK, NA EIN 13-4994650 NONE | Float revenue; Other investment fees and expenses; Investment management; Custodial (securities); Direct payment from the plan; Investment management fees paid directly by plan Service code 19 | — | $2K |
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 | 203 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 45 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 248 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 195 | $16K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 195 | $16K |
| Stop-loss / reinsurancereinsurance | ANTHEM INSURANCE COMPANIES, INC. | 248 | $365K |
| Other | HARTFORD LIFE AND ACCIDENT | 195 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 248 | — |
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.
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.