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 2 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 |
|---|---|---|---|
| OPTUM RX, INC EIN 33-0441200 NONE | Other fees; Direct payment from the plan; Claims processing; Float revenue Service code 12 | — | $2.5M |
| TEAMSTERS LOCAL UNION 301 GENERAL EIN 36-1264295 AFFILIATED ORGANIZATION | Contract Administrator; Other services Service code 13 | — | $609K |
| INSURANCE PROGRAM MANAGERS GROUP EIN 36-3118653 NONE | Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $150K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Consulting (general) Service code 16 | — | $102K |
| SARA HAFFNER-WOLF EIN 36-6125658 EMPLOYEE | Employee (plan) Service code 30 | — | $101K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general) Service code 16 | — | $66K |
| CARMELL CHARONE WIDMER MOSS & BARR EIN 36-2738528 NONE | Legal Service code 29 | — | $62K |
| FRANK J. BAKER & COMPANY EIN 36-3086616 NONE | Accounting (including auditing) Service code 10 | — | $55K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan Service code 51 | — | $34K |
| MICHAEL B HAFFNER EIN 36-6125658 PLAN ADMINISTRATOR | Plan Administrator Service code 14 | — | $32K |
| LIRACOM LLC EIN 36-2840323 NONE | Consulting (general) Service code 16 | — | $31K |
| PRUDENTIAL TRUST CO EIN 52-1679020 NONE | Investment management Service code 28 | — | $29K |
| MED CARE MANAGEMENT EIN 65-0174298 NONE | Consulting (general) Service code 16 | — | $28K |
| GREAT LAKES ADVISORS, LLC EIN 80-0292839 NONE | Investment management fees paid directly by plan Service code 51 | — | $28K |
| MARQUETTE ASSOCIATES, INC. EIN 36-3485298 NONE | Investment advisory (plan) Service code 27 | — | $15K |
| HORIZON ACTUARIAL SERVICES, LLC EIN 26-1370698 NONE | Actuarial Service code 11 | — | $12K |
| IFEBP EIN 36-1034021 NONE | Other services Service code 49 | — | $9K |
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 | 952 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 78 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,030 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HEALTH CARE SERVICE CORPORATION | 1,014 | $9.1M |
| Life insurance | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 953 | $66K |
| Other | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 953 | $66K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,014 | — |
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.