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 filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
LifeOther | LifeOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract 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 | 1,216 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 1,216 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| 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 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.
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 | Consulting (general); Actuarial 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 |
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.
1 contact
10 filings · 2016 to 2025