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 | Copying and duplicating; Contract Administrator; Plan Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees Service code 13 | — | $455K |
| BAIRD ADVISORS EIN 39-6037917 NONE KNOWN | Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $220K |
| BRANDYWINE GLOBAL INV MGMT LLC EIN 51-0412248 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan Service code 28 | — | $206K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE KNOWN | Direct payment from the plan; Contract Administrator Service code 13 | — | $205K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 NONE KNOWN | Other services; Investment advisory (plan); Other fees; Other investment fees and expenses; Direct payment from the plan Service code 27 | — | $162K |
| LOOMIS SAYLES TRUST COMPANY EIN 20-8080381 NONE KNOWN | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | — | $150K |
| SAGE ADVISORY SERVICES, LTD. CO. EIN 74-2798841 NONE KNOWN | Investment management fees paid directly by plan; Investment management; Direct payment from the plan Service code 28 | — | $111K |
| NORTHPOINTE CAPITAL, LLC EIN 23-3025935 NONE KNOWN | Investment management; Securities brokerage; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the plan; Securities brokerage commissions and fees Service code 28 | — | $109K |
| MILLIMAN, INC. EIN 91-0675641 NONE KNOWN | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $102K |
| REINHART PARTNERS, INC. EIN 39-1711628 NONE KNOWN | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $100K |
| COMERICA BANK EIN 42-1741646 INSTITUTIONAL TRUSTEE | Trustee (bank, trust company, or similar financial institution); Float revenue; Direct payment from the plan; Other services; Custodial (other than securities); Other investment fees and expenses; Shareholder servicing fees; Custodial (securities) Service code 18 | — | $45K |
| PLANTE & MORAN, PLLC EIN 38-1357951 NONE KNOWN | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $39K |
| GARY PETRONI TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $34K |
| SACHS WALDMAN, P.C. EIN 38-1905521 NONE KNOWN | Legal; Direct payment from the plan Service code 29 | — | $32K |
| COWEN AND COMPANY, LLC NONE KNOWN | Securities brokerage; Direct payment from the plan; Securities brokerage commissions and fees Service code 33 | 599 LEXINGTON AVENUE 20TH FLOOR NEW YORK, NY 10022 | $30K |
| JACK MARTIN TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $27K |
| PARKER BUSINESS SOLUTIONS TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $27K |
| SNG CONSULTING TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $27K |
| THE CITATION GROUP NONE KNOWN | Securities brokerage; Direct payment from the plan; Securities brokerage commissions and fees Service code 33 | 601 LEXINGTON AVENUE NEW YORK, NY 10022 | $17K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE KNOWN | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $15K |
| RICHARD SAYLOR TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1423 EAST TWELVE MILE ROAD MADISON HEIGHTS, MI 48071 | $6K |
| CREDIT SUISSE NONE KNOWN | Securities brokerage commissions and fees; Securities brokerage; Direct payment from the plan Service code 33 | 11 MADISON AVENUE NEW YORK, NY 10010 | $5K |
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 | 2,924 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,924 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 6,369 | $20.2M |
| Prescription drug | AETNA LIFE INSURANCE COMPANY | 6,369 | $20.2M |
| Other | AETNA LIFE INSURANCE COMPANY | 6,369 | $20.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,369 | — |
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 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.