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 1 contract row 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 |
|---|---|---|---|
| UMR, INC. EIN 39-1995276 NONE | Other fees Service code 99 | — | $293K |
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Copying and duplicating; Accounting (including auditing); Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 10 | — | $285K |
| SHUMAKER, LOOP & KENDRICK LLP EIN 34-4439491 NONE | Legal Service code 29 | — | $50K |
| CVS CAREMARK EIN 75-2882129 NONE | Claims processing Service code 12 | — | $28K |
| TEAM, INC. EIN 81-4050818 NONE | Claims processing Service code 12 | — | $27K |
| DDMN ASO, LLC EIN 41-1852523 NONE | Claims processing; Contract Administrator Service code 12 | — | $21K |
| MAIRS & POWER, INC. EIN 41-0844499 NONE | Investment management; Soft dollars commissions Service code 28 | — | $17K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $16K |
| ZACKS INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management Service code 28 | — | $15K |
| STANDARD VALUATIONS, INC EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | — | $10K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Other investment fees and expenses Service code 19 | — | $7K |
| FRSECURE LLC EIN 26-3547185 NONE | Other services Service code 49 | — | $7K |
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 | 857 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 857 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 832 | $271K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 832 | — |
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.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.