Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthRxPPOOther | HealthRxPPOOther |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 | 2,267 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,267 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 4,541 | $20.5M |
| Prescription drug | AETNA LIFE INSURANCE CO. | 4,541 | $20.5M |
| Other | AETNA LIFE INSURANCE CO. | 4,541 | $20.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,541 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CENTRAL DATA SERVICES EIN 25-1352803 NONE KNOWN | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $435K |
| HAMLIN CAPITAL MANAGEMENT, LLC EIN 52-2344187 NONE KNOWN | Investment management; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $307K |
| LOOMIS SAYLES & COMPANY EIN 04-3200030 NONE KNOWN | Direct payment from the plan; Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $202K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE KNOWN | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other investment fees and expenses; Investment advisory (plan); Other services Service code 15 | — | $165K |
| AMERICAN REALTY ADVISORS, LLC EIN 33-0123114 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $158K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE KNOWN | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $129K |
| PLANTE & MORAN, PLLC EIN 33-1498605 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $126K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $107K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Direct payment from the plan; Consulting fees; Consulting (general); Actuarial Service code 11 | — | $58K |
| GARY PETRONI TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $44K |
| THE NORTHERN TRUST COMPANY EIN 36-2723087 NONE | Trustee (directed); Accounting (including auditing); Direct payment from the plan; Custodial (securities); Custodial (other than securities) Service code 10 | — | $42K |
| MADISON INVESTMENT ADVISORS, LLC EIN 39-1194160 NONE KNOWN | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $41K |
| JACK MARTIN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $34K |
| PARKER BUSINESS SOLUTIONS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $34K |
| SNG CONSULTING TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $34K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $32K |
| FIFTH THIRD NATIONAL BANK EIN 31-0281170 NONE KNOWN | Other services; Direct payment from the plan Service code 49 | — | $14K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE KNOWN | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| RICHARD SAYLOR TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1701 PENNSYLVANIA AVE. NW SUITE 1200 WASHINGTON, DC 20006 | $5K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
11 filings · 2015 to 2025