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 8 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 2 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 |
|---|---|---|---|
| MICHELLE ROSS EIN 44-6013920 PLAN EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $88K |
| LOCKTON COMPANIES LLC EIN 48-0763803 CNSULTANT | Consulting (general); Other commissions; Direct payment from the plan Service code 16 | — | $68K |
| STACIE BAKER EIN 44-6013920 PLAN EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| FINANCIAL COUNSELORS EIN 43-0890172 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | — | $48K |
| MALLORY BURNETTE EIN 44-6013920 PLAN EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| ROUSE, FRETS, WHITE, GOSS, GENTILE, EIN 13-1706479 FUND LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $33K |
| HAYNES BENEFITS FUND LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | 2600 GRAND BLVD SUITE 410 KANSAS CITY, MO 64108 | $32K |
| ONSITE LOGIC SOFTWARE PROVIDER | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 8700 MONROVIA # 310 LENEXA, KS 66215 | $28K |
| ACCOUNTING SOLUTIONS GROUP LLC EIN 81-2274769 FUND AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $25K |
| SCS CPA'S PA EIN 48-1215584 FUND AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $23K |
| PRUDENTIAL INSURANCE COMPANY EIN 22-1211670 INSURER | Direct payment from the plan; Insurance services Service code 23 | — | $11K |
| HORIZON ACTUARIAL EIN 26-1370698 PLAN ACTUARY | Direct payment from the plan; Actuarial Service code 11 | — | $8K |
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 | 487 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 62 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 549 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OFF KANSAS CITY | 1,408 | $31K |
| Vision | VISION SERVICE PLAN | 612 | $0 |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 549 | $31K |
| Prescription drug | ELIXIR CRAFTED RX SOLUTIONS | 555 | $0 |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OFF KANSAS CITY | 1,408 | $1.9M |
| Other(3 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 487 | $14K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,408 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.