Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Ascensus Broker Dealer Services,llc Life | Life | |
HealthIndemnity | HealthIndemnity | |
Health | Health |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 | 1,856 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,856 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | 2,714 | $109K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 3,045 | $9.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,045 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Prudential Insurance Company of America |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PRUDENTAL INSURANCE CO. EIN 22-1211670 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $6.5M |
| MERCER EIN 61-0736136 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $197K |
| PRUDENTIAL INSURANCE COMPANY EIN 22-1211670 NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $184K |
| PRUDENTIAL INSUARNCE CO. EIN 22-1211670 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $171K |
| BSWIFT LLC EIN 36-4391310 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $56K |
| BAKER TILLY US, LLP EIN 39-0859910 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $56K |
| UNITED HEATHCARE SERVICE INC EIN 41-1289245 CLAIM PROCESSOR | Other services; Claims processing Service code 12 | — | $29K |
| NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $25K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Insurance agents and brokers Service code 22 | — | $5K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2024