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 |
|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Named fiduciary; Float revenue; Non-monetary compensation; Claims processing; Direct payment from the plan; Participant communication; Other services; Contract Administrator Service code 12 | — | $6.7M |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Claims processing; Direct payment from the plan; Insurance services Service code 12 | — | $2.2M |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $2.2M |
| INVESCO ADVISORS, INC. EIN 58-1707262 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $772K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $742K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $687K |
| ULLICO INVESTMENT ADVISORS EIN 52-6435649 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $512K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $508K |
| AMERICAN STRATEGIC VALUE REALTY EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $446K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $353K |
| LOOMIS, SAYLES & CO., INC. EIN 20-8080381 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $280K |
| DELTA DENTAL OF KANSAS, INC. EIN 48-0793267 NONE | Insurance services; Direct payment from the plan; Claims processing Service code 12 | — | $251K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Direct payment from the plan; Consulting (general); Actuarial; Insurance agents and brokers Service code 11 | — | $249K |
| BLAKE & UHLIG, PA EIN 48-0918231 NONE | Legal; Direct payment from the plan Service code 29 | — | $228K |
| BRIDGET A. HILLEBERT EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $200K |
| CORBIN CAPITAL PARTNERS, LP EIN 30-0299433 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $173K |
| GREAT LAKES ADVISORS EIN 80-0292839 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $173K |
| TONYA M. PAVELAC EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $166K |
| FINANCIAL COUNSELORS, INC. EIN 43-1703335 NONE | Investment advisory (plan); Investment management; Non-monetary compensation; Direct payment from the plan Service code 27 | — | $165K |
| BRIAN MCENROE EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $141K |
| MARIO RODRIGUEZ EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $135K |
| NICOLE FERGUS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $133K |
| LORI JASPERSON EIN 48-0669346 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $129K |
| RHONDA MAHON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $127K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $110K |
| LAURA PHELPS EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $109K |
| CCAW JV, LLC NONE | Direct payment from the plan; Claims processing Service code 12 | 4400 EASTON COMMONS WAY SUITE 125 COLUMBUS, OH 43219 | $94K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $74K |
| KATHY L. JAMES EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $67K |
| PARAMETRIC PORTFOLIO ASSOCIATES EIN 20-0292745 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $59K |
| ANDREA GABALDON EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| CYNTHIA DEKEYSER EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| KELLY PRESS INC EIN 52-0975591 NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | — | $48K |
| STEVE OROZCO EIN 48-0669346 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| JAMES CHARLES MATTHEWS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2331 BURSCHARD ST. SE GRAND RAPIDS, MI 49506 | $38K |
| UPTODATE NONE | Claims processing; Direct payment from the plan Service code 12 | 230 CITYPOINT, 230 3RD AVE WALTHAM, MA 02451 | $30K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $28K |
| ALEXANDER OPEN SYSTEMS NONE | Other services; Direct payment from the plan Service code 49 | 12980 FOSTER ST 300 OVERLAND PARK, KS 66213 | $23K |
| SEGAL SELECT INSURANCE SERVICES, IN | Insurance brokerage commissions and fees Service code 53 | — | $23K |
| THE NOTTINGHAM GROUP NONE | Direct payment from the plan; Other services Service code 49 | 2883 E SPRING ST 100 LONG BEACH, CA 90806 | $16K |
| ST. CROIX PRESS INC NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | 1185 S KNOWLES AVE NEW RICHMOND, WI 54017 | $11K |
| AMERICAN WELL CORPORATION NONE | Direct payment from the plan; Other services Service code 49 | 75 STATE STREET 26TH FLOOR BOSTON, MA 02109 | $11K |
| MISSION ELECTRONICS INC EIN 48-0910410 NONE | Other fees; Direct payment from the plan Service code 50 | — | $10K |
| BANK OF LABOR EIN 48-0150325 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $9K |
| CHRIS O'NEIL TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $7K |
| PATRICK GALLAGHER TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $6K |
| MICHAEL J CARROLL TRUSTEE | Direct payment from the plan; Trustee (individual); Named fiduciary Service code 20 | 12200 N AMBASSADOR DR SUITE 326 KANSAS CITY, MO 64163 | $6K |
| SEGAL SELECT INSURANCE EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 9,802 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,508 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,310 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE INSURANCE COMPANY | 7,004 | $16.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,150 | $647K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,802 | $957K |
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 7,004 | $16.4M |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 8,150 | $647K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,802 | — |
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.