See 5 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 5 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANAD EIN 38-1082080 ADMIN SERVICES ONLY - DEN | Insurance agents and brokers; Other commissions; Claims processing; Other fees Service code 12 | — | $39K |
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 | 155 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUELINK | 152 | $422K |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 155 | $5K |
| Vision | BLUELINK | 152 | $422K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 155 | $65K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 31 | $7K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 155 | $65K |
| Prescription drug | BLUELINK | 152 | $422K |
| Stop-loss / reinsurancereinsurance | BLUELINK | 152 | $422K |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 155 | $84K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 155 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.