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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS EIN 23-2521508 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $4.2M |
| EXPRESS SCRIPTS EIN 23-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $2.7M |
| BENESYS, INC. EIN 38-2383171 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $1.9M |
| DELTA DENTAL EIN 35-1545647 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $532K |
| JOHNSON & KROL EIN 36-4342024 NONE | Legal; Direct payment from the plan Service code 29 | — | $219K |
| LEVEL CARE EIN 83-2819398 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $199K |
| NATIONAL INVESTMENT SERVICES, INC. EIN 84-3937993 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $188K |
| PNC INSTITUTIONAL SERVICES EIN 22-1146430 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $186K |
| L. M. HENDERSON & CO, LLP EIN 20-5520612 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $167K |
| SMART SOURCE LLC EIN 30-0830429 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $155K |
| EVOLUTION WEX HEALTH, INC EIN 06-1593514 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $154K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $141K |
| EZ MAILING, LLC EIN 47-1320725 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $138K |
| RREEF AMERICA L.L.C. EIN 58-2364506 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $128K |
| IFM GLOBAL INFRASTRUCTURE EIN 98-0569684 NONE | Investment management fees paid directly by plan; Investment management; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States) Service code 28 | — | $111K |
| AMERICAN GRAPHIC EIN 38-2090931 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $110K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $110K |
| ASHER KELLY LAW EIN 84-3379113 NONE | Legal; Direct payment from the plan Service code 29 | — | $101K |
| MARQUETTE ASSOCIATES EIN 36-3485289 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $70K |
| PARAMETRICS DEFENSE EQUITY FUND EIN 45-2531297 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $48K |
| PART D ADVISORS INC EIN 20-2595200 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $47K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Direct payment from the plan; Legal Service code 29 | — | $11K |
| REINHART BOERNER VAN DEUREN EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
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 | 0 | 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. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 13,866 | $1.2M |
| Life insurance | ANTHEM LIFE INSURANCE COMPANY | 38,653 | $788K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 38,653 | — |
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 primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
The final-filing indicator is set. The plan is winding down. Skip it for sales.