Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthRxDentalHMO | HealthRxDentalHMO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,753 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 199 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,952 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HIGHMARK INC. | 7 | $46K |
| Dental | HIGHMARK INC. | 7 | $46K |
| Prescription drug | HIGHMARK INC. | 7 | $46K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC EIN 35-0781558 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Float revenue; Contract Administrator; Direct payment from the plan Service code 12 | — | $2.9M |
| BEACON HEALTH EIN 54-1414194 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $88K |
| PORTER WRIGHT MORRIS AND ARTHUR EIN 31-4373657 NONE | Legal; Direct payment from the plan Service code 29 | — | $67K |
| MCCONNELL & JONES, LLP EIN 76-0488832 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $50K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management fees paid directly by plan; Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Float revenue; Investment management Service code 21 | — | $23K |
| LEGACY PROFESSIONALS EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $14K |
| LCG ASSOCIATES INC EIN 75-1680350 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $14K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025