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 4 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 |
|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO EIN 42-0127290 CONTRACT ADMIN | Recordkeeping fees; Direct payment from the plan; Participant loan processing; Contract Administrator Service code 13 | — | $142K |
| GLOBAL RETIREMENT PARTNERS LLC EIN 47-1411118 ADVISOR | Investment advisory (plan); Other fees Service code 27 | — | $40K |
| THE RETIREMENT ADVANTAGE | Other services; Other fees Service code 49 | — | $15K |
| SYVERSON STREGE EIN 27-1568215 CONTRACT ADMINISTRATOR | Contract Administrator; Investment advisory (participants); Direct payment from the plan Service code 13 | — | $12K |
| DENMAN & COMPANY LLP EIN 42-0794029 ACCOUNTANT | Other fees; Accounting (including auditing) Service code 10 | — | $8K |
| THE RETIREMENT ADVANTAGE, INC. EIN 39-1816008 TPA | Other services; Other fees Service code 49 | 47 PARK PLACE SUITE 850 APPELTON, WI 54914 | $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 | 142 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 146 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | JACKSON NATIONAL LIFE INSURANCE COMPANY | 208 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 208 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.