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 4 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 3 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 |
|---|---|---|---|
| LBG ADVISORS, LLC EIN 92-0193132 NONE | Direct payment from the plan; Consulting fees; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services Service code 15 | — | $173K |
| THE LOOMIS COMPANY NONE | Other services; Direct payment from the plan; Claims processing; Participant communication; Plan Administrator; Accounting (including auditing); Recordkeeping fees; Contract Administrator; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | P.O. BOX 7011 WYOMISSING, PA 196106011 | $88K |
| NICK LAZZARETTO TRUST MANAGER | Plan Administrator; Direct payment from the plan; Participant communication; Consulting fees; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 13 | 30502 NE. 182ND AVE YACOLT, WA 98675 | $67K |
| FORVIS MAZARS, LLP EIN 44-0160260 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $31K |
| PAYER MATRIX NONE | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Copying and duplicating; Claims processing; Contract Administrator; Plan Administrator; Accounting (including auditing); Participant communication Service code 10 | 1400 N. PROVIDENCE RD. BLDG 2. MEDIA, PA 19063 | $21K |
| 6 DEGREES NONE | Accounting (including auditing); Plan Administrator; Other services; Recordkeeping fees; Copying and duplicating; Contract Administrator; Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 10 | 1600 NW. COMPTON DR, STE 208 BEAVERTON, OR 97006 | $21K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Recordkeeping fees; Other services; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Plan Administrator; Participant communication; Direct payment from the plan; Copying and duplicating; Claims processing Service code 10 | — | $20K |
| SMB ACCOUNTING SERVICES, LLC NONE | Accounting (including auditing); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 4562 SW. 11TH STREET GRESHAM, OR 97080 | $14K |
| MEDWATCH LLC NONE | Participant communication; Accounting (including auditing); Recordkeeping fees; Copying and duplicating; Plan Administrator; Claims processing; Direct payment from the plan; Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | 400 COLONIAL CENTER PKWY, STE. 230 LAKE MARY, FL 32746 | $13K |
| BARLOW & COUGHRAN, P.S. NONE | Legal; Direct payment from the plan Service code 29 | 1325 FOURTH AVENUE, SUITE 910 SEATTLE, WA 98101 | $12K |
| HINES & ASSOCIATES, INC. NONE | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Other services; Plan Administrator; Participant communication; Claims processing; Contract Administrator; Direct payment from the plan; Copying and duplicating Service code 10 | 115 E HIGHLAND AVE ELGIN, IL 60120 | $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 | 225 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 40 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 265 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONTINENTAL AMERICAN INSURANCE COMPANY | 232 | $290K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 683 | $365K |
| Long-term disability | STANDARD INSURANCE COMPANY | 185 | $150K |
| Stop-loss / reinsurancereinsurance | STANDARD LIFE & ACCIDENT INSURANCE COMPANY | 0 | $399K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 683 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.