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 |
|---|---|---|---|
| SILVERSCRIPT INSURANCE COMPANY EIN 38-0456365 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.0M |
| AETNA LIFE INSURANCE COMPANY EIN 06-0843803 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $995K |
| GROOM LAW GROUP EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $759K |
| DELTA DENTAL EIN 38-1791480 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $533K |
| JPMORGAN INVESTMENT MANAGEMENT, INC EIN 13-3200244 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $294K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $267K |
| WESTFIELD CAPITAL EIN 30-0027188 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $263K |
| COMERICA EIN 34-1778431 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $240K |
| JENNISON ASSOCIATES LLC EIN 13-2631108 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $194K |
| CAMBIAR EIN 84-1596610 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $190K |
| HARDING LOEVNER EIN 27-0684167 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $190K |
| SANDS CAPITAL MANAGEMENT EIN 54-1578408 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $163K |
| AON HEWITT CORPORATION EIN 27-2436452 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $157K |
| EACM ADVISORS, LLC EIN 20-1348795 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $144K |
| SEIX INVESTOR ADVISOR EIN 58-1604573 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $144K |
| SEGAL COMPANY EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $140K |
| INVESCO REIT EIN 76-0387151 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $118K |
| MARSICO CAPITAL MANAGEMENT, LLC EIN 84-1434992 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $117K |
| TEMPLETON INVESTMENT COUNSEL INC. EIN 59-1961621 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $108K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $106K |
| TCW - MIDWEST EIN 13-3749506 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $105K |
| BENEFITS ADMINSTRATIVE SERVICES EIN 34-1627054 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $102K |
| C.S. MCKEE LP EIN 25-1900687 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $100K |
| COLUMBIA MGMT INVESTMENT ADVISORS EIN 41-1533211 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $88K |
| FEDERAL INSURANCE COMPANY EIN 13-1963496 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $86K |
| EASCOLAW EIN 81-1201033 NONE | Legal; Direct payment from the plan Service code 29 | — | $81K |
| WEDGEWOOD EIN 43-1468106 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $73K |
| BLACKROCK INC. EIN 32-0174431 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $64K |
| CITIGROUP GLOBAL MARKETS EIN 11-2418191 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $60K |
| EAGLE ASSET MANAGEMENT INC. EIN 59-2385219 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $60K |
| FULLER & THALER EIN 94-3176968 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $58K |
| LOOMIS SAYLES EIN 39-6797388 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $54K |
| PIMCO EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $53K |
| PAYFLEX EIN 06-0843803 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $52K |
| GW CAPITAL, INC. EIN 68-0204817 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $48K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $44K |
| DONN J VIOLA EIN 26-0698939 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $42K |
| FRED ALGER MANAGEMENT, INC. EIN 13-2510833 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| SAGE ADVISORY SERVICES LTD. EIN 74-2798841 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| BDO ACCOUNTING EIN 13-5381590 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| MELLON CAPITAL MGMT CORPORATION EIN 25-1442864 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $32K |
| MICHAEL LACOUR EIN 26-0699069 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $31K |
| OAKTREE CAPITAL MANAGEMENT LLC EIN 95-4521152 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $27K |
| WAYNE KRZYSIAK EIN 45-5572011 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $26K |
| NORTHERN TRUST INDEX FUNDS EIN 36-2723087 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $24K |
| INVESTC EIN 37-1736857 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $23K |
| DOUGLAS HUNTER EIN 26-0698808 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $21K |
| ARISTOTLE CAPITAL MANAGEMENT, LLC EIN 95-4833644 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $12K |
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 | 19,733 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,223 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 20,956 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 24,685 | $34.6M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 13,524 | $5.1M |
| Other(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 13,524 | $5.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 24,685 | — |
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."
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.