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 |
|---|---|---|---|
| MASSACHUSSETTS MUTUAL LIFE INSURANC EIN 04-1590850 CONTRACT ADMINISTRATOR | Recordkeeping fees; Other services; Sub-transfer agency fees; Other investment fees and expenses; Investment management fees paid indirectly by plan; Soft dollars commissions; Other insurance wrap fees; Distribution (12b-1) fees Service code 49 | — | $31K |
| MIDWEST PENSION & PROFIT SHARING SE EIN 41-1447816 NONE | Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $25K |
| ALGER EIN 13-2665689 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| AMERICAN CENTURY EIN 43-1646043 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| AMERICAN FUNDS EIN 94-6050854 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| COLUMBIA EIN 94-1687665 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| DREYFUS EIN 13-3851784 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| ENVESTNET RETIREMENT SOLUTIONS LLC EIN 61-1732930 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $0 |
| EVESTNET RETIREMENT SOLUTIONS, LLC | Investment advisory (plan) Service code 27 | — | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE | Distribution (12b-1) fees; Other investment fees and expenses; Investment management fees paid indirectly by plan; Other services; Sub-transfer agency fees; Other insurance wrap fees Service code 49 | — | $0 |
| MFS INVESTMENT MANAGEMENT EIN 04-3158862 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| OPPENHEIMER EIN 93-6305075 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| T ROWE PRICE EIN 52-0791372 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| T. ROWE PRICE | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| VICTORY EIN 31-6364605 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
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 | 343 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 52 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 397 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 397 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 397 | — |
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.