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 5 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 |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES EIN 35-0781558 NONE | Contract Administrator; Direct payment from the plan; Float revenue; Claims processing; Other services Service code 12 | — | $736K |
| MARATHON HEALTH EIN 84-3269071 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $429K |
| JOSH TODD EIN 35-6073275 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $181K |
| ARNOLD & KADJAN EIN 36-2498571 NONE | Direct payment from the plan; Legal Service code 29 | — | $145K |
| MARK MCCLESKY EIN 35-6073275 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $135K |
| INNOVATIVE SOFTWARE SOLUTIONS EIN 52-1796473 NONE | Direct payment from the plan; Other services Service code 49 | — | $112K |
| JACOB SWITZER EIN 35-6073275 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $77K |
| LISA WILDE EIN 35-6073275 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $62K |
| RICHARD J. WOLF AND COMPANY, INC. EIN 36-3182363 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $61K |
| L. M. HENDERSON & CO, LLP EIN 20-5520612 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $44K |
| FIFTH THIRD BANK EIN 31-0676865 NONE | Direct payment from the plan; Other services Service code 49 | — | $36K |
| DATA RESEARCH GROUP EIN 20-3223476 NONE | Direct payment from the plan; Other services Service code 49 | — | $32K |
| CAPFINANCIAL PARTNERS, LLC EIN 26-0058143 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $23K |
| COMPUSYS OF UTAH, INC EIN 84-0869853 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $21K |
| EZ MAILING LLC EIN 47-1320725 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $16K |
| MIDWEST PRESORT SERVICES EIN 32-0092401 NONE | Copying and duplicating; Direct payment from the plan Service code 36 | — | $14K |
| WINCHESTER PROPERTY, LLC EIN 80-0480837 NONE | Other fees; Direct payment from the plan Service code 50 | — | $12K |
| VIRTUAL INNOVATION EIN 27-3239893 NONE | Direct payment from the plan; Other services Service code 49 | — | $9K |
| WEX HEALTH EIN 06-1593514 NONE | Other services; Contract Administrator Service code 13 | — | $7K |
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 | 1,219 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 49 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,268 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE | 62 | $118K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,265 | $85K |
| Prescription drug | EXPRESS SCRIPTS INC. | 62 | $97K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | 1,219 | $667K |
| Other(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 1,265 | $279K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,265 | — |
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."
No prospect flags tripped on this filing.