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 5 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 8 broker rows. $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 |
|---|---|---|---|
| BERKLEY LIFE & HEALTH INSURANCE EIN 91-6034263 INSURANCE SERVICES | Insurance services Service code 23 | — | $670K |
| TRINITY CAPTIVE GROUP LLC EIN 86-2864118 INSURANCE SERVICES | Insurance services Service code 23 | — | $108K |
| SUPERIOR INSURANCE PARTNERS LLC EIN 85-1889503 INS AGENTS AND BROKERS | Insurance agents and brokers Service code 22 | — | $86K |
| ASSURED BENEFIT ADMINISTRATORS EIN 74-2403409 CLAIMS PROCESSING | Claims processing Service code 12 | — | $66K |
| UNITED HEALTHCARE SERVICES INC EIN 41-1289245 INSURANCE SERVICES | Insurance services Service code 23 | — | $44K |
| UNIVERSAL ASSURANCE LLC EIN 87-4667762 ACCOUNTING | Accounting (including auditing) Service code 10 | — | $32K |
| JCT BAKER CORPORATION EIN 83-0558990 OTHER COMMISSIONS | Other commissions Service code 55 | — | $22K |
| MEDEFY HEALTH EIN 46-1822466 ACCOUNTING | Accounting (including auditing) Service code 10 | — | $6K |
| 247 CALL A DOC LLC EIN 82-4884646 OTHER SERVICES | Other services Service code 49 | — | $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 | 382 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 382 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 8 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 772 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 186 | $103K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 171 | $14K |
| Life insurance | STANDARD INSURANCE COMPANY | 271 | $63K |
| Short-term disability | STANDARD INSURANCE COMPANY | 269 | $58K |
| Long-term disability | STANDARD INSURANCE COMPANY | 149 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 271 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.