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 3 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 5 broker rows. $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 |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 PHARMACY BENEFIT MANAGMNT | Direct payment from the plan; Float revenue; Other fees; Claims processing Service code 12 | 2300 MAIN ST IRVINE, CA 92614 | $1.2M |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 INSURANCE AGENT OR BROKER | Contract Administrator; Insurance agents and brokers Service code 13 | 2801 HOOVER ROAD PO BOX 828 STEVENS POINT, WI 54481 | $21K |
| TASC THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 2302 INTERNATIONAL LANE MADISON, WI 53704 | $15K |
| UMR INC EIN 39-1995276 CLAIMS PROCESSING | Claims processing Service code 12 | PO BOX 1087 WAUSAU, WI 544021087 | $15K |
| ASSOCIATED FINANCIAL GROUP LLC EIN 91-2189930 BROKER | Other commissions Service code 55 | 711 EISENHOWER DR KIMBERLY, WI 54136 | $13K |
| BMO RETIREMENT SERVICES EIN 36-2085229 THIRD PARTY ADMINISTRATOR | Contract Administrator Service code 13 | 221 W COLLEGE AVENUE APPLETON, WI 54912 | $6K |
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. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Short-term disability(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 320 | $89K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 425 | $322K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 425 | — |
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."
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.