See 2 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITEDHEALTHCARE EIN 41-1289245 NONE | Contract Administrator Service code 13 | — | $4.5M |
| ALIGHT EIN 82-1061233 NONE | Contract Administrator Service code 13 | — | $1.3M |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 NONE | Investment management Service code 28 | — | $395K |
| BLACKROCK INSTITUTIONAL TRUST CO. EIN 94-3112180 NONE | Investment management Service code 28 | — | $275K |
| DELOITTE EIN 13-3891517 NONE | Accounting (including auditing) Service code 10 | — | $147K |
| AON INVESTMENTS NONE | Contract Administrator Service code 13 | 39584 TREASURY CENTER CHICAGO, IL 60694 | $95K |
| THE ALLIANCE NONE | Contract Administrator Service code 13 | 37 KESSEL CT MADISON, WI 53711 | $84K |
| BNY MELLON EIN 13-5160382 NONE | Trustee (directed) Service code 25 | — | $39K |
| JDPT MANAGER LLC EIN 80-0905495 NONE | Investment management Service code 28 | — | $18K |
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 | 10,842 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,842 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE | 20,731 | $28.7M |
| Dental | DELTA DENTAL OF WISCONSIN | 955 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,731 | — |
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.