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 5 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 1 broker row. $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 | Plan Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $392K |
| BLUE CROSS BLUE SHIELD OF WISCONSIN EIN 39-0138065 NONE | Claims processing; Contract Administrator; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 12 | — | $345K |
| KOVITZ INVESTMENT GROUP PARTNERS NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 115 SOUTH LASALLE ST., 27TH FLLOR CHICAGO, IL 60603 | $86K |
| LEE JOST & ASSOCIATES EIN 39-1400101 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $59K |
| SIKICH LLP EIN 36-3168081 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal; Direct payment from the plan Service code 29 | — | $19K |
| AURORA EMPLOYER SOLUTIONS EIN 39-1442285 NONE | Direct payment from the plan; Other fees Service code 50 | — | $16K |
| BMO FINANCIAL GROUP EIN 36-2085229 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $13K |
| US BANK NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | PO BOX 1800 SAINT PAUL, MN 551010800 | $12K |
| MEDEXPERT NONE | Other fees; Direct payment from the plan Service code 50 | PO BOX 7550 MENLO PARK, CA 94026 | $9K |
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 | 759 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 109 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 868 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | BLUE CROSS BLUE SHIELD OF WISCONSIN | 868 | $353K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 868 | $146K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 868 | $146K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 786 | $877K |
| Other | HARTFORD LIFE AND ACCIDENT | 868 | $146K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 868 | — |
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.