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.
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 |
|---|---|---|---|
| MASSACHUSSETTS MUTUAL LIFE INSURANC EIN 04-1590850 CONTRACT ADMINISTRATOR | Investment management fees paid indirectly by plan; Sub-transfer agency fees; Float revenue; Other investment fees and expenses; Distribution (12b-1) fees; Recordkeeping fees; Soft dollars commissions Service code 52 | — | $29K |
| MIDWEST PENSION & PROFIT SHARING SE EIN 41-1447816 NONE | Plan Administrator; Contract Administrator Service code 13 | — | $15K |
| AMERICAN CENTURY EIN 43-1646043 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| AMERICAN FUNDS EIN 95-1411037 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| BARON EIN 13-6891420 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| COLUMBIA EIN 94-1687665 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| ENVESTNET RETIREMENT SOLUTIONS LLC EIN 61-1732930 INVESTMENT ADVISOR | Investment advisory (plan) Service code 27 | — | $0 |
| GOLDMAN SACHS EIN 13-4166989 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| INVESCO EIN 93-6305075 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE | Sub-transfer agency fees; Other services; Investment management fees paid indirectly by plan; Distribution (12b-1) fees; Other investment fees and expenses Service code 49 | — | $0 |
| MFS INVESTMENT MANAGEMENT EIN 04-3158862 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $0 |
| PIONEER EIN 13-5657669 INVESTMENT PROVIDER | Investment management fees paid indirectly by plan Service code 52 | — | $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 | 327 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 33 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 366 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 366 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 366 | — |
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."
No prospect flags tripped on this filing.