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 6 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 7 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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF WI EIN 39-0138065 NONE | Claims processing; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $6.9M |
| LIMEADE EIN 06-1771116 NONE | Direct payment from the plan; Other services Service code 49 | — | $644K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $406K |
| WILLIS OF WISCONSIN EIN 39-0765647 NONE | Consulting (general); Direct payment from the plan; Insurance agents and brokers Service code 16 | — | $259K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $214K |
| SILVERSCRIPT INSURANCE COMPANY NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 30001 PITTSBURGH, PA 15222 | $198K |
| STATE STREET BANK & TRUST EIN 04-1867445 NONE | Direct payment from the plan; Trustee (directed) Service code 25 | — | $182K |
| CVS HEALTH NONE | Direct payment from the plan; Other services Service code 49 | ONE CVS DRIVE WOONSOCKET, RI 02895 | $173K |
| ADP, LLC NONE | Direct payment from the plan; Other services Service code 49 | 1851 N RESLER DRIVE MS-100 EL PASO, TX 79912 | $145K |
| CNH AMERICA LLC EIN 39-1982756 PLAN SPONSOR | Direct payment from the plan; Employee (plan sponsor) Service code 35 | — | $129K |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $127K |
| HYATT LEGAL PLANS EIN 34-1650967 NONE | Legal; Direct payment from the plan Service code 29 | — | $107K |
| CAREOPERATIVE, LLC EIN 46-4399706 NONE | Direct payment from the plan; Other services Service code 49 | — | $105K |
| TRUVEN HEALTH ANALYTICS EIN 06-1467923 NONE | Other services; Direct payment from the plan Service code 49 | — | $103K |
| BELL LITHO INC. EIN 36-2550923 NONE | Direct payment from the plan; Other services; Other fees Service code 49 | — | $82K |
| HEALTH FITNESS CORPORATION NONE | Direct payment from the plan; Other services Service code 49 | 1700 WEST 82ND STREET SUITE 200 MINNEAPOLIS, MN 55431 | $71K |
| REINHART, BOERNER, VANDEUREN S.C EIN 39-1126909 NONE | Legal; Direct payment from the plan Service code 29 | — | $67K |
| OMADA HEALTH INC. NONE | Other services Service code 49 | 500 SANSOME ST SAN FRANCISCO, CA 94111 | $56K |
| ERNST & YOUNG EIN 34-6565596 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $27K |
| TOWERS WATSON INVESTMENT SVC INC EIN 52-1868818 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $25K |
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 | 7,334 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7,996 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 15,330 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 4,775 | $5.5M |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 14,540 | $6.2M |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 6,254 | $2.0M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 6,254 | $2.0M |
| Other(2 contracts) | FEDERAL INSURANCE COMPANY | 7,535 | $476K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,540 | — |
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."
The primary broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.