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 |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Direct payment from the plan; Insurance agents and brokers; Contract Administrator Service code 13 | — | $9.3M |
| MEDCO HEALTH SOLUTIONS, INC EIN 22-3461740 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $963K |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | — | $767K |
| PRISMA CAPITAL PARTNERS LP EIN 13-2857105 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $721K |
| PACIFIC INVSTMNT MANAGEMENT COMPANY EIN 33-0629048 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $683K |
| DELTA DENTAL OF MINNESOTA EIN 41-1905554 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $453K |
| THE HARTFORD EIN 06-0838648 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $417K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 TRUSTEE | Consulting (general); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 16 | — | $373K |
| BMO ASSET MANAGEMENT CORP. EIN 36-3673844 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $221K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $183K |
| SHENKMAN CAPITAL MANAGEMENT, INC. NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | 461 FIFTH AVENUE, 22ND FLOOR NEW YORK, NY 10017 | $167K |
| ROBECO INVESTMENT MANAGEMENT EIN 20-4213748 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $155K |
| T. ROWE PRICE ASSOCIATES, INC. EIN 52-0556948 NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $130K |
| RYAN LABS ASSET MANAGEMENT EIN 47-3503928 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $123K |
| PACIFIC GLOBAL ADVISORS (PGA) EIN 80-0717139 INVESTMENT CONSULTANT | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $113K |
| PAYFLEX-EXTEND EIN 26-0775680 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $80K |
| GOLDMAN SACHS EIN 13-3575636 INVESTMENT CONSULTANT | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $38K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Direct payment from the plan; Custodial (securities); Custodial (other than securities); Investment management fees paid directly by plan Service code 18 | — | $20K |
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 | 11,655 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5,037 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,678 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 18,370 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 18,131 | $13.2M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 12,748 | $6.3M |
| Stop-loss / reinsurancereinsurance | ENERGY INSURANCE SERVICES | 1,654 | $0 |
| Other(4 contracts) | HARTFORD LIFE AND ACCIDENT | 18,131 | $14.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 18,131 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.