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 12 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 8 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 |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC EIN 35-0781558 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Float revenue Service code 12 | — | $3.5M |
| VALUE OPTIONS EIN 54-1414194 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $156K |
| PORTER WRIGHT MORRIS AND ARTHUR EIN 31-4373657 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| DELOITTE EIN 13-3891517 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $47K |
| LCG ASSOCIATES INC EIN 75-1680350 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $25K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE | Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan Service code 21 | — | $19K |
| LEGACY PROFESSIONALS EIN 32-0043599 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $19K |
| CONNECTICUT GENERAL LIFE INSURANCE EIN 06-0303370 NONE | Other services; Direct payment from the plan; Float revenue; Participant communication; Named fiduciary; Non-monetary compensation; Claims processing; Contract Administrator Service code 12 | — | $0 |
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 | 7,578 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,497 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,093 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 8 carriers) | HEALTHAMERICA OF PENNSYLVANIA, INC. HMO | 665 | $10.8M |
| Life insurance(3 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 15,372 | $7.0M |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 0 | $2K |
| Prescription drug(2 contracts, 2 carriers) | HEALTH NEW ENGLAND, INC. | 177 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,372 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.