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.
See commissions and fees for 2 broker rows. $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.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE EIN 91-1363171 NONE | Contract Administrator Service code 13 | — | $577K |
| CVS PHARMACY, INC. EIN 05-0340626 NONE | Claims processing Service code 12 | — | $508K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 NONE | Investment management Service code 28 | — | $218K |
| BOLTON PARTNERS, INC. EIN 52-1231144 NONE | Consulting (general); Actuarial Service code 11 | — | $132K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 19 | — | $117K |
| DELTA DENTAL EIN 31-0685339 NONE | Claims processing Service code 12 | — | $93K |
| UMR INC EIN 39-1995276 NONE | Claims processing Service code 12 | — | $84K |
| WEX EIN 06-1593514 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $75K |
| RHUMBLINE EIN 04-3118582 NONE | Investment management Service code 28 | — | $65K |
| BOLTON PARTNERS INVESTMENT CONSULT EIN 52-1871508 NONE | Investment advisory (plan) Service code 27 | — | $57K |
| PRINCIPAL BANK EIN 42-1466678 NONE | Investment management fees paid indirectly by plan; Custodial (securities); Float revenue Service code 19 | — | $54K |
| CANCER NAVIGATOR EIN 83-4163919 NONE | Other services Service code 49 | — | $44K |
| FRANCIS MARTORANA EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $43K |
| O'DONOGHUE & O'DONOGHUE EIN 52-0120528 NONE | Legal Service code 29 | — | $43K |
| ROGER MCCLOW EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $41K |
| MICHAEL BAILEY EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $33K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $29K |
| BOND BROTHERS EIN 36-2433269 NONE | Copying and duplicating Service code 36 | — | $29K |
| BRIAN DALEY EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $28K |
| MICHAEL STEPHENSON EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $27K |
| EYEMED EIN 86-0773195 NONE | Claims processing Service code 12 | — | $13K |
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 | 2,563 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,563 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,722 | $3.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,722 | — |
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.