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 8 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 11 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 |
|---|---|---|---|
| LIBERTY LIFE ASSURANCE COMPANY EIN 04-6076039 NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | — | $425K |
| AETNA BEHAVIORAL HEALTH LLC EIN 33-0052273 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $134K |
| PAYFLEX EIN 91-1774434 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $99K |
| EIDE BAILLY EIN 45-0250958 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $40K |
| SELECT ACCOUNT EIN 41-6019132 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $23K |
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 | 9,562 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 9,562 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts) | SECURIAN LIFE INSURANCE COMPANY | 8,369 | $4.7M |
| Short-term disability(2 contracts) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 117 | $34K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 5,126 | $2.0M |
| Other(2 contracts, 2 carriers) | HYATT LEGAL PLANS | 217 | $55K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,369 | — |
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."
The primary broker changed. The plan may take a second-look pitch.