Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
DentalVision | DentalVision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,339 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,339 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUE CROSS BLUE SHIELD OF WISCONSIN | 146 | $239K |
| Vision | BLUE CROSS BLUE SHIELD OF WISCONSIN | 146 | $239K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 146 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $169K |
| CENTIVO EIN 30-1095511 CLAIMS ADMINISTRATOR | Contract Administrator Service code 13 | — | $107K |
| NM INVESTMENT MGMT CO EIN 45-2034777 SUB OF SPONSOR; INV MGR | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $82K |
| BENEFITFOCUS EIN 46-2346314 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $45K |
| CVS CAREMARK EIN 75-2882129 NONE | Claims processing Service code 12 | — | $33K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 THIRD PARTY ADMIN | Contract Administrator Service code 13 | — | $13K |
| HEALTH STRATEGIES GROUP EIN 20-4944393 NONE | Consulting (general) Service code 16 | — | $6K |
| WAGEWORKS HRA ADMIN EIN 94-3351864 NONE | Claims processing Service code 12 | — | $2K |
| ALIGHT EIN 36-2235791 CLAIMS ADMINISTRATOR | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $0 |
| ALIGHT SOLUTIONS | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 15 | — | $0 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
12 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025