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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LBG ADVISORS, LLC EIN 92-0193132 NONE | Insurance services; Consulting (general); Consulting fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $98K |
| THE LOOMIS COMPANY NONE | Contract Administrator; Participant communication; Recordkeeping fees; Plan Administrator; Other services; Accounting (including auditing); Claims processing; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | P.O. BOX 7011 WYOMISSING, PA 196106011 | $87K |
| PAYER MATRIX NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Copying and duplicating; Claims processing; Contract Administrator; Participant communication; Plan Administrator; Accounting (including auditing); Other services; Direct payment from the plan Service code 10 | 1400 N PROVIDENCE RD, BL 2, SU 5000 MEDIA, PA 19063 | $79K |
| 6 DEGREES HEALTH NONE | Claims processing; Copying and duplicating; Recordkeeping fees; Accounting (including auditing); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Other services; Direct payment from the plan; Contract Administrator Service code 10 | 1600 NW COMPTON DR, STE 208 BEAVERTON, OR 97006 | $37K |
| SCHOEDEL & SCHOEDEL CPAS PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Contract Administrator; Recordkeeping fees; Claims processing; Copying and duplicating; Direct payment from the plan; Participant communication; Plan Administrator Service code 10 | — | $20K |
| HEALTHJOY, LLC NONE | Accounting (including auditing); Participant communication; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | P.O. BOX 776932 CHICAGO, IL 606776932 | $19K |
| MYWORKPLACE, INC. NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Copying and duplicating; Direct payment from the plan; Recordkeeping fees Service code 10 | 400 N LOOP 1604 E, SUITE 110 SAN ANTONIO, TX 78232 | $12K |
| SMB ACCOUNTING SERVICES, LLC NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | 4562 SW 11TH STREET GRESHAM, OR 97080 | $8K |
| HINES & ASSOCIATES, INC. NONE | Recordkeeping fees; Plan Administrator; Other services; Copying and duplicating; Claims processing; Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Contract Administrator Service code 10 | 115 E HIGHLAND AVE ELGIN, IL 60120 | $8K |
| CAREOPERATIVE, LLC DBA HEALTHCARE B NONE | Accounting (including auditing); Direct payment from the plan; Other services; Recordkeeping fees; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Copying and duplicating; Contract Administrator; Claims processing Service code 10 | 340 SEVEN SPRINGS WAY, SUITE 600 BRENTWOOD, TN 37027 | $7K |
| FIRST CAPITOL CONSULTING, INC. NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | 3530 WILSHIRE BLVD, SUITE 1460 LOS ANGELES, CA 90010 | $6K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
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 | 199 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 43 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 242 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AFLAC CONTINENTAL AMERICAN INSURANCE COMPANY | 0 | $190K |
| Dental | DELTA DENTAL OF WASHINGTON | 733 | $438K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | 174 | $109K |
| Stop-loss / reinsurancereinsurance | SIRIUSPOINT AMERICA INSURANCE COMPANY | 238 | $270K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 733 | — |
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.
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.