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 3 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.
See commissions and fees for 1 broker row. $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.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AULTCARE INSURANCE COMPANY EIN 34-1624818 | Claims processing; Direct payment from the plan Service code 12 | — | $1.5M |
| ALIGHT SOLUTIONS EIN 82-1061233 | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $524K |
| INTECH | Investment advisory (plan); Direct payment from the plan Service code 27 | 525 OKEECHOBEE BLVD WEST PALM BEACH, FL 33401 | $132K |
| ANTHEM BLUE CROSS BLUE SHIELD | Claims processing; Direct payment from the plan Service code 12 | 4150 BELDEN VILLAGE STREET CANTON, OH 44718 | $128K |
| JP MORGAN INSTITUTIONAL INVEST INC. EIN 13-4062153 | Direct payment from the plan; Investment management Service code 28 | — | $66K |
| US BANK EIN 31-0841368 TRUSTEE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $48K |
| NEPC, LLC EIN 26-1429809 | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $22K |
| NORTHERN TRUST COMPANY EIN 36-1561860 | Direct payment from the plan; Investment management Service code 28 | — | $13K |
| FINDLEY DAVIES EIN 34-1213174 | Consulting (general); Direct payment from the plan Service code 16 | — | $13K |
| INNERWORKINGS EIN 20-5997364 | Participant communication; Direct payment from the plan Service code 38 | — | $7K |
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 | 1,858 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,858 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PRIMETIME MEDICARE ADVANTAGE PLAN | 1,858 | $5.0M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,449 | $707K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,449 | — |
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.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.
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.