See 15 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 7 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 |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 36-2739571 CLAIMS PROCESSOR | Direct payment from the plan; Other services; Claims processing Service code 12 | — | $1.9M |
| MAYER HOFFMAN MCCANN PC EIN 43-1947695 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| STATE STREET BANK & TRUST EIN 04-1867445 TRUSTEE | Investment management; Distribution (12b-1) fees; Float revenue; Other fees; Direct payment from the plan; Trustee (directed) Service code 25 | — | $15K |
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 | 5,020 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,210 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,230 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 6 | $170K |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 2 | $48K |
| Vision(3 contracts, 2 carriers) | SURENCY LIFE AND HEALTH | 3,143 | $1.2M |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 9,264 | $3.5M |
| Short-term disability(2 contracts, 2 carriers) | NEW YORK LIFE GROUP INSURANCE COMPANY OF NY | 696 | $55K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 96 | $65K |
| Prescription drug | TRIPLE S SALUD, INC. | 6 | $48K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTHCARE INSURANCE COMPANY | 9,264 | $525K |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 5,074 | $309K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,264 | — |
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."
The primary broker changed. The plan may take a second-look pitch.
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.