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 7 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 3 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 | Contract Administrator; Direct payment from the plan; Insurance agents and brokers Service code 13 | — | $8.6M |
| TOWERS WATSON DELAWARE INC. EIN 53-0181291 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | — | $859K |
| MEDCO HEALTH SOLUTIONS, INC EIN 22-3461740 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $530K |
| THE HARTFORD EIN 06-0838648 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $500K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 TRUSTEE | Consulting (general); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 16 | — | $482K |
| DELTA DENTAL OF MINNESOTA EIN 41-1905554 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $458K |
| T. ROWE PRICE ASSOCIATES, INC. EIN 52-0556948 NONE | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $199K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $174K |
| 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 | — | $156K |
| GOLDMAN SACHS EIN 13-3575636 INVESTMENT CONSULTANT | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $152K |
| SHENKMAN CAPITAL MANAGEMENT, INC. NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | 461 FIFTH AVENUE, 22ND FLOOR NEW YORK, NY 10017 | $142K |
| PAYFLEX-EXTEND EIN 26-0775680 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $75K |
| EATON VANCE EIN 04-3101341 NONE | Investment management; Direct payment from the plan Service code 28 | — | $30K |
| PRICEWATERHOUSECOOPERS NONE | Consulting (general); Direct payment from the plan Service code 16 | 300 MADISON AVENUE NEW YORK, NY 10017 | $22K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Custodial (other than securities); Direct payment from the plan; Investment management fees paid directly by plan; Custodial (securities) Service code 18 | — | $12K |
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 | 11,023 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,825 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,625 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 17,473 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 11,483 | $1.8M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 17,593 | $13.8M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 12,645 | $6.2M |
| Stop-loss / reinsurancereinsurance | ENERGY INSURANCE SERVICES | 1,510 | $0 |
| Other(4 contracts) | HARTFORD LIFE AND ACCIDENT | 17,593 | $14.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,593 | — |
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."
No prospect flags tripped on this filing.