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 2 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 |
|---|---|---|---|
| WELLMARK BCBS OF IOWA EIN 42-0318333 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.3M |
| VISION SERVICE PLAN EIN 06-1227840 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $478K |
| GLOBAL INVESTORS LLC NONE | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | 711 HIGH STREET DES MOINES, IA 50392 | $264K |
| WEDGE CAPITAL MANAGEMENT, LLP EIN 56-1557450 NONE | Investment management; Direct payment from the plan Service code 28 | — | $220K |
| WEBMD HEALTH SERVICES GROUP, INC. EIN 93-1270422 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $173K |
| WELLS FARGO EIN 41-6257133 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Sub-transfer agency fees; Direct payment from the plan; Participant loan processing; Recordkeeping fees Service code 15 | — | $94K |
| METROPOLITAN LIFE INSURANCE CO EIN 13-5581829 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $85K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $80K |
| VIACOM INC. EIN 26-0775680 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $69K |
| HEWITT ENNISKNUPP, INC. NONE | Consulting (pension); Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 17 | 39584 TREASURY CENTER CHICAGO, IL 606949500 | $13K |
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 | 2,821 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 565 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 241 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,627 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MINNESOTA LIFE INSURANCE COMPANY | 10,627 | $2.8M |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 4,661 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,627 | — |
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.