See 2 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 3 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 |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $1.5M |
| GLOBAL INVESTORS LLC NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 711 HIGH STREET DES MOINES, IA 50392 | $474K |
| WEDGE CAPITAL MANAGEMENT, LLP EIN 56-1557450 NONE | Investment management; Direct payment from the plan Service code 28 | — | $226K |
| METROPOLITAN LLIFE INSURANCE CO EIN 13-5581829 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $65K |
| ONEEXCHANGE EIN 26-0775680 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $56K |
| CAREMARK EIN 95-3382344 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $42K |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $25K |
| HEWITT ENNISKNUPP, INC. NONE | Direct payment from the plan; Investment management; Consulting (pension); Investment management fees paid directly by plan Service code 17 | 39584 TREASURY CENTER CHICAGO, IL 606949500 | $14K |
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 | 2,903 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 570 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 181 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,654 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MINNESOTA LIFE INSURANCE COMPANY | 11,893 | $2.6M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,364 | $734K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,893 | — |
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.