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 2 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 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 |
|---|---|---|---|
| WILSON-MCSHANE CORPORATION EIN 41-0956552 NONE | Claims processing; Contract Administrator; Accounting (including auditing) Service code 10 | — | $303K |
| UMR, INC. EIN 39-1995276 NONE | Other fees; Claims processing; Contract Administrator Service code 12 | — | $210K |
| KUTAK ROCK LLP EIN 47-0597598 NONE | Legal Service code 29 | — | $54K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | — | $52K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Investment advisory (plan) Service code 27 | — | $19K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $19K |
| UNION BANK & TRUST EIN 41-1267434 NONE | Custodial (securities); Float revenue Service code 19 | — | $18K |
| TEAM LLC EIN 81-4050818 NONE | Claims processing Service code 12 | — | $17K |
| CVS PHARMACY INC EIN 05-0340626 NONE | Claims processing Service code 12 | — | $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 | 728 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 225 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 953 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 304 | $818K |
| Prescription drug(2 contracts, 2 carriers) | HUMANA INSURANCE COMPANY | 304 | $818K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 304 | — |
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.