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 1 contract row 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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 36-1236610 NONE | Claims processing Service code 12 | — | $700K |
| BENESYS INC NONE | Plan Administrator Service code 14 | N27 W23233 ROUNDY DR PEWAUKEE, WI 53072 | $511K |
| CASE MANAGEMENT SPECIALISTS EIN 61-1688248 NONE | Consulting (general) Service code 16 | — | $199K |
| JP MORGAN ASSET MANAGEMENT NONE | Investment advisory (plan) Service code 27 | 430 W 7TH ST SUITE 219143 KANSAS CITY, MO 641051407 | $197K |
| NEWTOWER MANAGEMENT LLC NONE | Investment management Service code 28 | 7315 WISCONSIN AVE, STE 350W BETHESDA, MD 20814 | $138K |
| INVESCO EIN 58-1707262 NONE | Investment management Service code 28 | — | $138K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $107K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Consulting (general) Service code 11 | — | $107K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management Service code 28 | — | $96K |
| GEORGES AND SYNOWIECKI, LTD. EIN 36-3246372 NONE | Legal Service code 29 | — | $47K |
| LOOMIS, SAYLES & COMPANY EMPLOYEE | Investment management Service code 28 | 1 FINANCIAL CTR BOSTON, MA 02111 | $41K |
| DENTAL NETWORK OF AMERICA EIN 36-3339483 NONE | Claims processing Service code 12 | — | $37K |
| COMERICA EIN 42-1741646 NONE | Custodial (securities) Service code 19 | — | $33K |
| MARQUETTE ADVISORS EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | 180 N LASALLE ST, SUITE 3500 CHICAGO, IL 60601 | $25K |
| VISION SERVICE PLAN NONE | Claims processing Service code 12 | 3333 QUALITY DRIVE RANCHO CORDOVA, CA 95670 | $17K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $12K |
| WEX HEALTH NONE | Claims processing Service code 12 | 5050 LINCOLN DR SUITE 100 MINNEAPOLIS, MN 55436 | $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 | 1,216 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,216 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,212 | $254K |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,212 | $254K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,212 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.