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 1 contract row 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 |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE KNOWN | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Copying and duplicating; Contract Administrator; Recordkeeping fees; Other fees; Direct payment from the plan Service code 13 | — | $448K |
| AETNA LIFE INSURANCE COMPNAY EIN 06-6033492 NONE KNOWN | Contract Administrator; Insurance services; Direct payment from the plan; Claims processing Service code 12 | — | $286K |
| LAZARD ASSET MANAGEMENT, LLC EIN 05-0530199 NONE KNOWN | Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $202K |
| SEGAL ROGERSCASEY EIN 13-2646110 NONE KNOWN | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $180K |
| LOOMIS, SAYLES & COMPANY, L.P EIN 04-0320003 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $166K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE KNOWN | Soft dollars commissions; Custodial (securities); Custodial (other than securities); Direct payment from the plan; Investment management fees paid directly by plan Service code 18 | — | $156K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Actuarial; Consulting (general); Direct payment from the plan; Consulting fees Service code 11 | — | $123K |
| PIMCO EIN 33-0629048 NONE KNOWN | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan Service code 28 | — | $75K |
| SUZANNE DANIELS TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 700 TOWER DRIVE SUITE 300 TROY, ME 48089 | $35K |
| GARY PETRONI TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DRIVE SUITE 300 TROY, MI 48089 | $34K |
| JACK MARTIN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DRIVE SUITE 300 TROY, MI 48089 | $32K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $31K |
| FRANCINE PARKER TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DRIV SUITE 300 TROY, ME 48089 | $29K |
| COMERICA BANK EIN 42-1741646 NONE KNOWN | Custodial (securities); Other services; Direct payment from the plan; Shareholder servicing fees; Float revenue; Other fees Service code 19 | — | $26K |
| SACHS WALDMAN EIN 38-1905521 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $14K |
| AMERICAN GRAPHICS PRINTING NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $6K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE KNOWN | Insurance brokerage commissions and fees Service code 53 | — | $0 |
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 | 3,231 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,231 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 6,127 | $19.2M |
| Prescription drug | AETNA LIFE INSURANCE CO. | 6,127 | $19.2M |
| Other | AETNA LIFE INSURANCE CO. | 6,127 | $19.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,127 | — |
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.