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 3 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 3 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 |
|---|---|---|---|
| PF RE, INC EIN 83-2330008 NONE | Insurance agents and brokers Service code 22 | — | $499K |
| 40 SQUARE COOPERATIVE SOLUTIONS EIN 35-2605951 PLAN SPONSOR | Consulting (general) Service code 16 | — | $368K |
| CONCORD MANAGEMENT RESOURCES EIN 82-2339246 NONE | Actuarial Service code 11 | — | $222K |
| EBSO, INC EIN 39-1277023 NONE | Contract Administrator Service code 13 | — | $197K |
| ADVISOR NET FINANCIAL EIN 41-1378662 NONE | Insurance agents and brokers Service code 22 | — | $82K |
| RELIANCE STANDARD EIN 36-0883760 NONE | Insurance services Service code 23 | — | $81K |
| IFC EIN 04-3757825 NONE | Insurance agents and brokers Service code 22 | — | $53K |
| ALITHIAS EIN 45-1698178 NONE | Claims processing Service code 12 | — | $46K |
| WINDSOR STRATEGY PARTNERS EIN 81-0912547 NONE | Actuarial Service code 11 | — | $43K |
| DEFINITIVE INSURANCE MANAGEMENT EIN 26-1757843 NONE | Legal Service code 29 | — | $31K |
| TRUSTED ACRES EIN 82-3689697 NONE | Insurance agents and brokers Service code 22 | — | $28K |
| STRATEGIC UNDERWRITING SOLUTIONS EIN 20-5848687 NONE | Insurance services Service code 23 | — | $27K |
| WITHUMSMITH+BROWN EIN 22-2027092 NONE | Accounting (including auditing) Service code 10 | — | $25K |
| FARMERS UNION INSURANCE AGENCY EIN 41-0808644 NONE | Insurance agents and brokers Service code 22 | — | $20K |
| AMY NESEMEIER - AGRASURE EIN 45-0374998 NONE | Insurance agents and brokers Service code 22 | — | $14K |
| HCP NATIONAL INSURANCE SERVICES EIN 95-4475799 NONE | Insurance services Service code 23 | — | $10K |
| RISTY BENEFITS EIN 20-0692245 NONE | Insurance agents and brokers Service code 22 | — | $8K |
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 | 441 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 441 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | RELIANCE STANDARD LIFE INSURANCE COMPANY | 136 | $60K |
| Vision | RELIANCE STANDARD LIFE INSURANCE COMPANY | 178 | $17K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 22 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 178 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.