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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELLS FARGO BANK, N.A. EIN 94-1347393 SERVICE PROVIDER | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Recordkeeping fees; Participant loan processing Service code 15 | — | $67K |
| PUNCH & ASSOC INVESTMENT MANAGEMENT EIN 82-0565601 SERVICE PROVIDER | Other investment fees and expenses; Account maintenance fees; Securities brokerage; Securities brokerage commissions and fees; Direct payment from the plan Service code 33 | — | $58K |
| INTELLICENTS INVESTMENT SOLUTIONS EIN 41-1812533 SERVICE PROVIDER | Investment management fees paid indirectly by plan; Investment advisory (plan) Service code 27 | — | $18K |
| THE PORTFOLIO STRATEGY GROUP EIN 13-3564557 SERVICE PROVIDER | Account maintenance fees; Securities brokerage; Other investment fees and expenses; Direct payment from the plan; Securities brokerage commissions and fees Service code 33 | — | $15K |
| SCHAFER CULLEN CAPITAL MGMT, INC EIN 13-3089070 SERVICE PROVIDER | Direct payment from the plan; Securities brokerage commissions and fees; Other investment fees and expenses; Account maintenance fees; Securities brokerage Service code 33 | — | $10K |
| BANNERSTONE CAPITAL MANAGEMENT EIN 26-2360041 SERVICE PROVIDER | Direct payment from the plan; Other investment fees and expenses; Securities brokerage commissions and fees; Account maintenance fees; Securities brokerage Service code 33 | — | $9K |
| WELLS FARGO ADVISORS, LLC EIN 34-1542819 SERVICE PROVIDER | Securities brokerage commissions and fees; Securities brokerage Service code 33 | — | $3K |
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 | 188 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 32 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 2 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 222 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | HARTFORD LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.