See 1 carrier contract 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 | Float revenue; Claims processing; Other services; Contract Administrator; Direct payment from the plan Service code 12 | — | $143K |
| ROBERT PUZA EIN 51-6113680 EMPLOYEE | Direct payment from the plan; Employee (plan); Plan Administrator Service code 14 | — | $69K |
| UNITED ACTUARIAL SERVICES INC. EIN 35-2156428 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $68K |
| AMY GORBY EIN 51-6113680 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $54K |
| SPENCER RANKIN EIN 51-6113680 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $39K |
| LEDBETTER PARISI, LLC EIN 03-0599899 NONE | Legal; Direct payment from the plan Service code 29 | — | $36K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Other services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $23K |
| TOTAL ADMINISTRATIVE SERVICES CORP. EIN 39-1561025 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $9K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $7K |
| HEALTHSCOPE BENEFITS EIN 71-0847266 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $6K |
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 | 216 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 240 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | ANTHEM INSURANCE COMPANIES, INC. | 235 | $409K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 235 | — |
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 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.