See 5 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 5 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALLIANCE HEALTH AND LIFE INSURANCE EIN 38-1357020 NONE | Claims processing Service code 12 | — | $185K |
| TIC INTERNATIONAL CORPORATION EIN 13-2600875 NONE | Accounting (including auditing) Service code 10 | — | $167K |
| MORGAN STANLEY EIN 26-4310632 NONE | Custodial (securities) Service code 19 | — | $67K |
| A.D.N. ADMINISTRATORS NONE | Claims processing Service code 12 | 30700 TELEGRAPH RD, 2445 BINGHAM FARMS, MI 48025 | $43K |
| GREAT LAKES BENEFIT GROUP EIN 20-5609101 NONE | Consulting (general) Service code 16 | — | $28K |
| EHIM EIN 38-2776173 NONE | Claims processing Service code 12 | — | $27K |
| SACHS WALDMAN PROFESSIONAL CORP EIN 38-1905521 NONE | Legal Service code 29 | — | $23K |
| STEFANSKY, HOLLOWAY, & NICHOLS, INC EIN 38-2388845 NONE | Accounting (including auditing) Service code 10 | — | $18K |
| BENDA, GRACE, STULZ & COMPANY, P.C. EIN 38-2284921 NONE | Accounting (including auditing) Service code 10 | — | $18K |
| LEGG MASON & CO, LLC NONE | Investment advisory (plan) Service code 27 | P.O. BOX 9699 PROVIDENCE, RI 029409699 | $12K |
| INLAND PRESS NONE | Copying and duplicating Service code 36 | 2001 W. LAFAYETTE BLVD DETROIT, MI 48207 | $6K |
| BOYD WATTERSON NONE | Trustee (directed) Service code 25 | 1801 E 9TH ST 1400 CLEVELAND, OH 44114 | $6K |
| CAMBIAR INVESTORS NONE | Investment management Service code 28 | 200 COLUMBINE ST 800 DENVER, CO 80206 | $0 |
| CLEARBRIDGE INVESTMENTS NONE | Investment management Service code 28 | 620 8TH AVENUE 48 NEW YORK, NY 10018 | $0 |
| CONFLUENCE INVESTMENT MANAGEMENT NONE | Investment management Service code 28 | 20 ALLEN AVE 300 WEBSTER GROOVES, MO 63119 | $0 |
| GREAT LAKES INVESTMENT MGMT NONE | Investment management Service code 28 | 7017 PEARL RD CLEVELAND, OH 44130 | $0 |
| HARDING LOEVNER NONE | Investment management Service code 28 | 400 CROSSING BLVD 4TH FLR BRIDGEWATER, NJ 08807 | $0 |
| JOHN HANCOCK NONE | Investment management Service code 28 | P.O. BOX 55913 BOSTON, MA 022055913 | $0 |
| THE LONDON COMPANY NONE | Investment management Service code 28 | 1800 BYBERRY CT 301 RICHMOND, VA 23226 | $0 |
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 | 710 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 711 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | EYE MED | 629 | $29K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 534 | $34K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 534 | $107K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 534 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 673 | — |
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.
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.