Filings through .
History & trajectory Charts need 2 or more years. This plan has 7 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 Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Life | Life |
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 | 746 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 237 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 998 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN TOWER LIFE INSURANCE COMPANY | 2 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2 | - |
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 |
|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC EIN 46-5378846 NONE | Direct payment from the plan; Copying and duplicating; Participant communication; Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $118K |
| ONEAMERICA INV ADVISORY SVCS LLC EIN 81-3920167 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $26K |
| VOYA RETIREMENT INSURANCE & ANNUITY EIN 71-0294708 CONTRACT ADMIN | Recordkeeping fees; Contract Administrator Service code 13 | — | $600 |
| MATRIX TRUST COMPANY EIN 75-3182674 NONE | Trustee (directed); Trustee (bank, trust company, or similar financial institution); Float revenue; Custodial (securities) Service code 19 | — | $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.
3 contacts
7 filings · 2019 to 2025