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 6 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 4 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 |
|---|---|---|---|
| BENESYS INC. EIN 38-6058023 NONE | Contract Administrator; Participant communication; Other services; Claims processing; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $244K |
| ZELIS HEALTHCARE NONE | Consulting fees; Insurance agents and brokers; Other commissions; Direct payment from the plan Service code 22 | 2 CROSSROADS DRIVE BEDMINSTER, NJ 07921 | $198K |
| ASHER, KELLEY EIN 84-3379113 NONE | Legal; Direct payment from the plan Service code 29 | — | $181K |
| MORGAN STANLEY EIN 20-8764829 NONE | Direct payment from the plan; Investment advisory (plan); Custodial (securities); Other investment fees and expenses; Other services; Securities brokerage; Other fees; Securities brokerage commissions and fees Service code 19 | — | $79K |
| AMERICAN MEDICAL EIN 38-3022674 NONE | Claims processing; Insurance services; Direct payment from the plan Service code 12 | — | $35K |
| WRUBEL WESLEY AND CO CPAS EIN 38-2574238 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| HEALTH DESIGN ENTERPRISES LLC EIN 38-3607439 NONE | Direct payment from the plan; Other services; Consulting (general) Service code 16 | — | $26K |
| ENCOMPASS NONE | Consulting fees; Insurance agents and brokers; Other commissions; Direct payment from the plan Service code 22 | P.O.BOX 1167 WILKES-BARRE, PA 18703 | $17K |
| AMERICAN GRAPHICS PRINTING NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 34895 GROESBECK CLINTON TOWNSHIP, MI 48035 | $16K |
| DENTE MAX LLC NONE | Direct payment from the plan; Consulting (general); Other services Service code 16 | 25925 TELEGRAPH SOUTHFIELD, MI 48033 | $13K |
| DIGITAL DATA INC NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | 5813 ROBERT STREET SHELBY TOWNSHIP, MI 48316 | $8K |
| MILLIMAN MONITOR RX NONE | Direct payment from the plan; Other services; Consulting (general); Claims processing Service code 12 | 71 SOUTH WACKER CHICAGO, IL 60606 | $8K |
| IRON MOUNTAIN NONE | Other services; Direct payment from the plan Service code 49 | 1742 MOTOR VIEW ROAD BUTTE, MT 59701 | $8K |
| COMERICA BANK EIN 38-1998421 NONE | Account maintenance fees; Direct payment from the plan Service code 50 | — | $7K |
| O'SULLIVAN ASSOCIATES NONE | Actuarial; Direct payment from the plan Service code 11 | 1236 BRACE ROAD UNIT E CHERRY HILL, NJ 08034 | $6K |
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 | 622 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 418 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,040 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HUMANA | 391 | $1.6M |
| Dental | GOLDEN DENTAL PLANS INC. | 228 | $129K |
| Vision | VSP | 1,001 | $63K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,631 | $85K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 496 | $461K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,631 | $85K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,785 | — |
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."
No prospect flags tripped on this filing.