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.
See commissions and fees for 1 broker row. $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 |
|---|---|---|---|
| BAM ADVISOR SERVICES LLC EIN 20-8307105 INVESTMENT ADVISOR | Investment management; Investment advisory (plan) Service code 27 | — | $10K |
| ASCENSUS EIN 11-3665754 RECORDKEEPER | Recordkeeping fees Service code 64 | — | $8K |
| MHM RETIREMENT PLAN SOLUTIONS THIRD PARTY ADMINSTRATOR | Plan Administrator; Recordkeeping fees Service code 14 | 700 W. 47TH ST SUITE 1100 KANSAS CITY, MO 64112 | $6K |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS BROKER | Securities brokerage commissions and fees Service code 71 | 1776 PLEASANT PLAIN ROAD FAIRFIELD, IA 52556 | $5K |
| ONE RETIREMENT EIN 45-4357540 INVESTMENT ADVISOR | Investment management; Investment advisory (plan) Service code 27 | — | $2K |
| TD AMERITRADE EIN 82-0543156 BROKER | Securities brokerage commissions and fees Service code 71 | — | $784 |
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 | 110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 18 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL | 1 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1 | — |
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.