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 9 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 8 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 |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $1.3M |
| NFP CORPORATE SERVICES NONE | Direct payment from the plan; Plan Administrator; Consulting (general) Service code 14 | 340 MADISON AVENUE NEW YORK, NY 10173 | $640K |
| ORTHUS HEALTH EIN 26-1896258 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $136K |
| BOSE MCKINNEY & EVANS LLP EIN 35-0957980 NONE | Legal; Direct payment from the plan Service code 29 | — | $75K |
| VITAL INCITE LLC EIN 82-3614359 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $64K |
| GALLAGHER BENEFIT SERVICES, INC. EIN 36-4291971 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $58K |
| ERTEL & COMPANY, INC. EIN 35-1973038 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $56K |
| WELLWORKS FOR YOU NONE | Other services; Direct payment from the plan Service code 49 | 70 E LANCASTER AVE FRAZER, PA 19355 | $53K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $50K |
| TAFT STETTINIUS & HOLLISTER LLP EIN 31-0541755 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $49K |
| WELLNESS IQ EIN 56-2676855 NONE | Other services; Direct payment from the plan Service code 49 | — | $42K |
| THE HOWARD E.NYHART CO. EIN 35-0966414 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $37K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| SHEPHERD INSURANCE LLC EIN 45-3540375 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $32K |
| DONALDSON CAPITAL MANAGEMENT EIN 35-1937665 NONE | Securities brokerage; Investment management fees paid directly by plan; Investment management Service code 28 | — | $25K |
| SYCAMORE INSURANCE ASSOCIATES LLC EIN 27-3200291 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $25K |
| MCGRIFF INSURANCE SERVICES, INC. EIN 56-1623293 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $21K |
| ASSET SUPERHEROES, INC. EIN 81-4184677 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $20K |
| KEYSTONE INSURANCE & BENEFITS GROUP EIN 27-0367008 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| APEX BENEFITS GROUP, INC. EIN 38-3681922 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $19K |
| CLIPPINGER FINANCIAL GROUP, LLC EIN 35-2015501 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $19K |
| ITEGRATED BENEFIT PARTNERS NONE | Direct payment from the plan; Other services Service code 49 | 600 E HILLSIDE DR SUITE 3 BLOOMINGTON, IN 47401 | $18K |
| BENEFITS 7, INC. EIN 35-1754186 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $16K |
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 | 2,836 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,840 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF INDIANA | 1,987 | $658K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 1,114 | $114K |
| Life insurance(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 657 | $449K |
| Short-term disability(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 657 | $451K |
| Long-term disability(4 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 657 | $449K |
| Prescription drug | ANTHEM BLUE CROSS AND BLUE SHIELD | 4 | $9K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTHCARE - BP | 2,305 | $2.4M |
| Other(2 contracts) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 657 | $338K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,305 | — |
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 broker changed. The plan may take a second-look pitch.
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.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.