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 2 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SEGAL CO. EIN 13-1975125 NONE | Actuarial Service code 11 | 101 NORTH WACKER DRIVE, SUITE 500 CHICAGO, IL 60606 | $140K |
| COMMERCE TRUST EIN 48-0962626 NONE | Investment management Service code 28 | 922 WALNUT STREET KANSAS CITY, MO 64106 | $31K |
| KIEFER BONFANTI & CO. LLP EIN 43-1061959 NONE | Accounting (including auditing) Service code 10 | 701 EMERSON ROAD, SUITE 201 ST. LOUIS, MO 63141 | $30K |
| BOSTON TRUST EIN 04-2273811 NONE | Investment management fees paid directly by plan; Trustee (directed); Custodial (securities); Trustee (discretionary); Direct payment from the plan; Investment management; Trustee (bank, trust company, or similar financial institution) Service code 19 | ONE BEACON STREET, 33RD FLOOR BOSTON, MA 02108 | $21K |
| INVESTEMENT CONSULTANT SERVICES EIN 32-0016703 NONE | Investment advisory (plan); Consulting (general) Service code 16 | 2215 YORK ROAD OAK BROOK, IL 60523 | $16K |
| HAMMOND AND SHINNERS, P.C. EIN 43-1429257 NONE | Legal Service code 29 | 13205 MANCHESTER ROAD DES PERES, MO 63131 | $10K |
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 | 2,279 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,476 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,755 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA HEALTH INC. | 264 | $746K |
| Life insurance | AETNA LIFE INSURANCE CO. | 111 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 264 | — |
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.