See 2 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 1 broker row 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 |
|---|---|---|---|
| UNITEDHEALTHCARE EIN 41-1321939 NONE | Claims processing Service code 12 | — | $411K |
| BSWIFT, LLC EIN 36-4391310 NONE | Plan Administrator; Participant communication; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $362K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | — | $105K |
| CLARION PARTNERS, LLC EIN 13-3379970 NONE | Investment management Service code 28 | — | $73K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRUSTEE | Custodial (securities); Trustee (bank, trust company, or similar financial institution); Investment management Service code 19 | — | $51K |
| ROBERT W. BAIRD & CO EIN 39-6037917 ADVISOR | Consulting fees; Named fiduciary; Other services; Investment advisory (plan) Service code 27 | — | $45K |
| NUVEEN ASSET MANAGEMENT EIN 27-4357327 NONE | Investment management Service code 28 | — | $28K |
| WILLIS TOWERS WATSON EIN 23-1159360 NONE | Actuarial; Consulting (general); Other services Service code 11 | — | $24K |
| WCM INVESTMENT MANAGEMENT EIN 95-3046237 NONE | Investment management Service code 28 | — | $18K |
| MONARCH PARTNERS ASSET MANAGEMENT L EIN 27-1468040 NONE | Investment management Service code 28 | — | $16K |
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 | 4,052 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,052 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 3,233 | $2.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 4,052 | $4.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,052 | — |
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."
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.