Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss | |
Other | Other | |
Dental | Dental |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 3 contracts 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 | 780 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 348 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,128 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CARE-PLUS DENTAL PLANS, INC. | 254 | $97K |
| Stop-loss / reinsurancereinsurance | AMALGAMATED LIFE INSURANCE COMPANY | 807 | $217K |
| Other | HCC LIFE INSURANCE COMPANY | 807 | $133K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 807 | - |
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 |
|---|---|---|---|
| CAREATC NONE | Direct payment from the plan; Other services Service code 49 | 4500 S. 129TH E. AVE SUITE 191 TULSA, OK 741345891 | $1.4M |
| BENESYS, INC. EIN 39-1401001 NONE | Contract Administrator; Other fees Service code 13 | — | $687K |
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $506K |
| THE PREVIANT LAW FIRM S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $136K |
| THE HORTON GROUP EIN 36-3672171 NONE | Consulting fees; Consulting (general) Service code 16 | — | $105K |
| EXPRESS SCRIPTS NONE | Direct payment from the plan; Claims processing Service code 12 | ONE EXPRESS WAY SAINT LOUIS, MO 63121 | $103K |
| DELTA DENTAL OF WISCONSIN EIN 39-6094742 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $43K |
| SIKICH CPA LLC EIN 54-1172176 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Direct payment from the plan; Claims processing Service code 12 | PO BOX 7550 MENLO PARK, CA 94026 | $29K |
| AURORA HEALTHCARE EIN 39-1442285 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $28K |
| STRATEGIC CAPITAL INVEST. ADVISORS EIN 36-4268991 NONE | Consulting fees; Investment advisory (plan) Service code 27 | — | $20K |
| JOHNSON FINANCIAL GROUP, INC. EIN 39-1629756 NONE | Investment management; Custodial (securities); Direct payment from the plan; Investment management fees paid directly by plan Service code 19 | — | $19K |
| COMERICA EIN 36-6045202 NONE | Other services; Float revenue; Other investment fees and expenses; Custodial (securities); Shareholder servicing fees Service code 19 | — | $6K |
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.
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11 filings · 2015 to 2025