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.
See commissions and fees for 3 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 |
|---|---|---|---|
| BENEFITS MANAGEMENT GROUP, INC. EIN 20-0188125 NONE | Contract Administrator Service code 13 | — | $695K |
| RHUMBLINE EIN 04-3118582 NONE | Investment management Service code 28 | — | $138K |
| UMR INC EIN 39-1995276 NONE | Claims processing Service code 12 | — | $138K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 19 | — | $101K |
| DELTA DENTAL EIN 31-0685339 NONE | Claims processing Service code 12 | — | $87K |
| SEGALL BRYANT & HAMILL EIN 35-2679129 | Investment management Service code 28 | — | $83K |
| PRINCIPAL BANK EIN 42-1466678 NONE | Float revenue; Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $65K |
| BOLTON PARTNERS INVESTMENT CONSULT EIN 52-1871508 NONE | Investment advisory (plan) Service code 27 | — | $55K |
| O'DONOGHUE & O'DONOGHUE EIN 52-0120528 NONE | Legal Service code 29 | — | $48K |
| FRANK MARTORANA EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $43K |
| ROGER MCCLOW EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $42K |
| MICHAEL BAILEY EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $33K |
| WELFARE & PENSION ADMIN SERVICE EIN 91-1363171 NONE | Contract Administrator Service code 13 | — | $32K |
| BRIAN DALEY EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $28K |
| MICHAEL STEPHENSON EIN 36-7485085 TRUSTEE | Trustee (individual) Service code 20 | — | $28K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $25K |
| BOLTON PARTNERS, INC. EIN 52-1231144 NONE | Consulting (general); Actuarial Service code 11 | — | $22K |
| EYEMED EIN 86-0773195 NONE | Claims processing Service code 12 | — | $16K |
| BOND BROTHERS EIN 36-2433269 NONE | Copying and duplicating Service code 36 | — | $16K |
| SHANNA KELL NONE | Other services Service code 49 | 5780 BUCKTHORN KNOLL HAMILTON, OH 45011 | $12K |
| DAN SHERRICK NONE | Legal Service code 29 | 933 ABERDEEN ANN ARBOR, MI 48104 | $6K |
| RONALD KAHN NONE | Other services Service code 49 | 1000 MIDLAND ST LITTLE ROCK, AR 72205 | $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 | 2,747 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,747 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 4,077 | $2.3M |
| Prescription drug | HUMANA INSURANCE COMPANY | 3,723 | $7.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,077 | — |
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."
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.