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 17 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.
See commissions and fees for 14 broker rows. $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 |
|---|---|---|---|
| STATE STREET BANK & TRUST EIN 04-1867445 TRUSTEE | Other fees; Trustee (directed); Investment management Service code 25 | — | $40K |
| MAYER HOFFMAN MCCANN, P.C. EIN 43-1947695 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| AMERICAN CENTURY INVESTMENTS EIN 44-0640487 INVESTMENT ADVISOR | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $2K |
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 | 20,195 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,914 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 25,109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 11 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 7,355 | $51.8M |
| Vision(3 contracts, 2 carriers) | SURENCY LIFE AND HEALTH | 2,975 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 17,530 | $3.7M |
| Prescription drug | AETNA LIFE INSURANCE CO. | 1,984 | $8.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 17,530 | — |
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.