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 2 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 |
|---|---|---|---|
| OPTUM RX EIN 33-0441200 NONE | Float revenue; Claims processing; Direct payment from the plan; Other fees Service code 12 | — | $1.2M |
| EVERSIDE HEALTHCARE, LLC EIN 45-3449075 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $536K |
| ANTHEM INSURANCE COMPANIES, INC EIN 35-0781558 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Other services; Contract Administrator Service code 12 | — | $339K |
| TIC INTERNATIONAL EIN 13-2600875 NONE | Contract Administrator; Copying and duplicating; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan Administrator Service code 12 | — | $198K |
| TFBC LLC EIN 27-3782504 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $49K |
| JOHNSON & KROL, LLC EIN 36-4342024 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $29K |
| DELTA DENTAL EIN 35-1545647 NONE | Contract Administrator; Direct payment from the plan; Claims processing; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 12 | — | $25K |
| MED-CARE MANAGEMENT INC. EIN 88-0429522 NONE | Other services; Direct payment from the plan Service code 49 | — | $22K |
| STRATEGIC CAP INVEST ADVISORS, INC EIN 36-4268991 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $20K |
| HUNT INSURANCE AGENCY EIN 36-2730032 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $12K |
| JP MORGAN CHASE BANK, NA EIN 13-4994650 NONE | Custodial (other than securities) Service code 18 | — | $10K |
| EMPLOYEE RESOURCE SYSTEMS EIN 36-3867645 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $10K |
| TED WINDSOR & ASSOCIATES, LLC EIN 36-4374704 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $8K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $8K |
| PILLAR RX CONSULTING, LLC EIN 83-0714696 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $8K |
| AMALGAMATED BANK OF CHICAGO EIN 36-0721895 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Float revenue; Custodial (securities) 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 | 494 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 215 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 709 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA INSURANCE COMPANY | 709 | $406K |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 494 | $28K |
| Stop-loss / reinsurancereinsurance | ULLICO | 554 | $435K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 709 | — |
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 primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.