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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 CONTRACT ADMIN | Claims processing; Direct payment from the plan; Other fees; Contract Administrator Service code 12 | — | $817K |
| EXPRESS SCRIPTS EIN 22-3461740 PROVIDER NET | Claims processing; Direct payment from the plan Service code 12 | — | $603K |
| UNITED HEALTHCARE EIN 36-2739571 PROVIDER NET | Direct payment from the plan; Claims processing Service code 12 | — | $203K |
| KEENAN & ASSOCIATES EIN 95-2798626 CONSULTING | Direct payment from the plan; Consulting (general) Service code 16 | — | $116K |
| AMALGAMATED BANK EIN 13-4920330 CUSTODY AND INV | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $105K |
| BOLTON PARTNERS INC EIN 52-1231144 ACTUARY/CONSULT | Actuarial; Direct payment from the plan Service code 11 | — | $102K |
| ZELIS CLAIMS INTEGRITY INC EIN 86-1040704 CLAIMS NEGOTIATION | Claims processing; Direct payment from the plan Service code 12 | — | $84K |
| DELTA DENTAL EIN 31-0685339 PROVIDER NET | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $81K |
| WELLS FARGO EIN 94-1347393 INVESTMENT | Direct payment from the plan; Custodial (securities) Service code 19 | — | $74K |
| RHUMBLINE EIN 04-3118582 INVESTMENT | Investment management; Direct payment from the plan Service code 28 | — | $56K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 53-0120528 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $41K |
| ROGER MCCLOW EIN 36-7485085 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $33K |
| JAY YOUNGDAHL EIN 36-7485085 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $33K |
| BRIAN DALEY EIN 36-7485085 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $19K |
| BURTON & MAYER EIN 39-0192018 PRINTING | Copying and duplicating; Direct payment from the plan Service code 36 | — | $16K |
| MICHAEL BAILEY EIN 36-7485085 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $16K |
| EYEMED EIN 86-0773195 PROVIDER NET | Claims processing; Direct payment from the plan Service code 12 | — | $15K |
| ROGER MINOR EIN 36-7485085 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $15K |
| CUNEO, LAWSON, SHAY AND STALEY LLC EIN 44-0642126 AUDITORS | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $5K |
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 | 3,301 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,301 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 0 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.