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.
See commissions and fees for 1 broker row. $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 |
|---|---|---|---|
| CENTRAL DATA SERVICE INC. EIN 25-1352803 NONE | Contract Administrator Service code 13 | — | $80K |
| LOOMIS, SAYLES & COMPANY, L.P. EIN 20-8080381 NONE | Investment management fees paid directly by plan Service code 51 | — | $60K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan) Service code 27 | — | $50K |
| ASB CAPITAL MANAGEMENT EIN 80-0618452 NONE | Investment management Service code 28 | — | $50K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Investment management Service code 28 | — | $30K |
| MCELHANEY & ASSOCIATES, LLC EIN 38-3806684 NONE | Accounting (including auditing) Service code 10 | — | $27K |
| PNC INVESTMENT EIN 25-1211909 NONE | Investment management Service code 28 | — | $22K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Consulting fees; Actuarial; Consulting (general); Insurance agents and brokers Service code 11 | — | $22K |
| JEANETTE STUMP EIN 45-2029312 NONE | Trustee (individual) Service code 20 | — | $14K |
| SIMONE ROCKSTROH EIN 45-2029312 NONE | Trustee (individual) Service code 20 | — | $14K |
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 | 1,614 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,614 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTH CARE | 1,640 | $2.7M |
| Dental | DELTA DENTAL OF PENNSYLVANIA | 1,562 | $381K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,640 | — |
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.