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 2 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 |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION EIN 39-1400101 NONE | Direct payment from the plan; Plan Administrator; Claims processing Service code 12 | — | $413K |
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 NONE | Claims processing; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other services Service code 12 | — | $242K |
| UNITED HEALTH CARE INSURANCE EIN 36-2739571 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $116K |
| KOVITZ INVESTMENT GROUP PARTNERS NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | 115 SOUTH LASALLE ST., 27TH FLLOR CHICAGO, IL 60603 | $71K |
| LEE JOST & ASSOCIATES EIN 39-1400101 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $60K |
| UMR EIN 36-2739571 NONE | Direct payment from the plan; Other fees; Contract Administrator Service code 13 | — | $32K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $32K |
| AURORA EMPLOYER SOLUTIONS EIN 39-1442285 NONE | Direct payment from the plan; Other fees Service code 50 | — | $26K |
| FREYBERG HINKLE ASHLAND POWERS & ST EIN 39-1531945 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| BMO FINANCIAL GROUP EIN 36-2085229 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $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 | 837 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 103 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 940 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF WISCONSIN | 940 | $0 |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 937 | $165K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 937 | $165K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 837 | $743K |
| Other | HARTFORD LIFE AND ACCIDENT | 937 | $165K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 940 | — |
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.