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 | Plan Administrator; Contract Administrator; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Copying and duplicating Service code 13 | — | $465K |
| BAIRD ADVISORS EIN 39-6037917 NONE KNOWN | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $224K |
| AETNA LIFE INSURANCE COMPNAY EIN 06-6033492 NONE KNOWN | Contract Administrator; Direct payment from the plan Service code 13 | — | $216K |
| LOOMIS, SAYLES & COMPANY, L.P EIN 04-3200030 NONE KNOWN | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $174K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE KNOWN | Investment advisory (plan); Other services; Other fees; Other investment fees and expenses; Direct payment from the plan Service code 27 | — | $165K |
| BRANDYWINE GLOBAL INV MGMT LLC NONE KNOWN | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | 155 MONTGOMERY ST. SUITE 611 SAN FRANCISCO, CA 94104 | $139K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Investment management; Investment management fees paid directly by plan; Direct payment from the plan Service code 28 | — | $111K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE KNOWN | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $103K |
| NORTHPOINTE CAPITAL, LLC EIN 23-3025935 NONE KNOWN | Securities brokerage commissions and fees; Direct payment from the plan; Investment management; Securities brokerage; Investment management fees paid indirectly by plan Service code 28 | — | $81K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $76K |
| LAZARD ASSET MANAGEMENT, LLC EIN 05-0530199 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Direct payment from the plan; Investment management fees paid indirectly by plan Service code 28 | — | $68K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $52K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Other investment fees and expenses; Custodial (securities); Float revenue; Custodial (other than securities); Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Direct payment from the plan; Other services Service code 18 | — | $45K |
| GARY PETRONI TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DRIVE SUITE 300 TROY, MI 48089 | $34K |
| SACHS WALDMAN, P.C. EIN 38-1905521 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $29K |
| JACK MARTIN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DRIVE SUITE 300 TROY, MI 48098 | $27K |
| SNG CONSULTING TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 700 TOWER DRIVE SUITE 300 TROY, MI 48098 | $27K |
| PARKER BUSINESS SOLUTIONS EIN 26-3304155 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $25K |
| COWEN AND COMPANY, LLC NONE KNOWN | Direct payment from the plan; Securities brokerage commissions and fees Service code 50 | 599 LEXINGTON AVENUE 20TH FLOOR NEW YORK, NY 10022 | $16K |
| AMERICAN GRAPHICS PRINTING NONE KNOWN | Copying and duplicating; Direct payment from the plan Service code 36 | 34895 GROESBECK HWY CLINTON TOWNSHIP, MI 48035 | $14K |
| THE CITATION GROUP NONE KNOWN | Securities brokerage commissions and fees; Direct payment from the plan Service code 50 | 601 LEXINGTON AVENUE NEW YORK, NY 10022 | $13K |
| CONVERGEX LLC NONE KNOWN | Securities brokerage commissions and fees; Direct payment from the plan Service code 50 | 1633 BROADWAY 48TH FLOOR NEW YORK, NY 10019 | $7K |
| 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 | 3,033 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,033 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 5,884 | $16.7M |
| Prescription drug | AETNA LIFE INSURANCE CO. | 5,884 | $16.7M |
| Other | AETNA LIFE INSURANCE CO. | 5,884 | $16.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,884 | — |
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.