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 1 broker row. $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 |
|---|---|---|---|
| BSWIFT, LLC EIN 36-4391310 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Plan Administrator; Participant communication Service code 12 | — | $380K |
| UNITEDHEALTHCARE EIN 41-1321939 NONE | Claims processing Service code 12 | — | $303K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $103K |
| NUVEEN ASSET MANAGEMENT EIN 27-4357327 NONE | Investment management Service code 28 | — | $65K |
| CLARION PARTNERS, LLC EIN 13-3379970 NONE | Investment management Service code 28 | — | $60K |
| ROBERT W. BAIRD & CO EIN 39-6037917 ADVISOR | Named fiduciary; Consulting fees; Investment advisory (plan); Other services Service code 27 | — | $45K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE | Custodial (securities); Investment management; Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $40K |
| WILLIS TOWERS WATSON EIN 23-1159360 NONE | Actuarial; Consulting (general); Other services Service code 11 | — | $21K |
| WCM INVESTMENT MANAGEMENT EIN 95-3046237 NONE | Investment management Service code 28 | — | $16K |
| CLIFTONLARSONALLEN EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | — | $11K |
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 | 4,179 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,179 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SECUREHORIZONS | 3,250 | $6.0M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 4,179 | $4.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,179 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.