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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTHY ALLIANCE LIFE INS. CO. EIN 86-0257201 NONE | Account maintenance fees Service code 65 | — | $761K |
| NISA EIN 48-1140940 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $465K |
| NUVEEN ASSET MANAGEMENT LLC EIN 27-4357327 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $260K |
| BUSINESSOLVER EIN 42-1503807 NONE | Account maintenance fees Service code 65 | — | $192K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE | Other investment fees and expenses; Trustee (bank, trust company, or similar financial institution); Float revenue Service code 21 | — | $37K |
| WILLIS TOWERS WATSON EIN 23-1159360 NONE | Actuarial; Consulting (general) Service code 11 | — | $27K |
| CROWE LLP EIN 35-0921680 NONE | Accounting (including auditing) Service code 10 | — | $16K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9,506 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,506 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 7,692 | $8.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,692 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.