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 4 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UBS GLOBAL ASSET MANAGEMENT 3RD PARTY | Investment management fees paid directly by plan; Investment management Service code 28 | LOCK BOX 23387 CHICAGO, IL 60673 | $1.1M |
| HORIZON BCBS EIN 22-0999690 3RD PARTY | Contract Administrator; Insurance agents and brokers Service code 13 | — | $1.1M |
| FRANKLIN ADVISORS 3RD PARTY | Investment management fees paid directly by plan; Investment management Service code 28 | 1 FRANKLIN PKWY, BLDG 970, 3RD FL SAN MATEO, CA 94403 | $224K |
| CALLAN ASSOCIATES EIN 94-2192581 3RD PARTY | Investment advisory (plan) Service code 27 | — | $73K |
| WELLS FARGO EIN 94-1347393 TRUSTEE | Trustee (bank, trust company, or similar financial institution); Custodial (other than securities) Service code 18 | — | $46K |
| PNC BANK 3RD PARTY | Securities brokerage Service code 33 | 300 FIFTH AVENUE, 29TH FLOOR PITTSBURG, PA 15222 | $35K |
| AETNA EIN 06-6033492 3RD PARTY | Contract Administrator; Claims processing Service code 12 | — | $23K |
| AWW-WELLNESS CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | P.O. BOX 822192 PHILADELPHIA, PA 19182 | $12K |
| KREISCHER MILLER EIN 23-1980475 3RD PARTY | Accounting (including auditing) Service code 10 | — | $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 | 2,275 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,275 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | EYEMED VISION CARE | 138 | $2K |
| Life insurance | AETNA LIFE INSURANCE COMPANY | 6,405 | $404K |
| Long-term disability | AETNA LIFE INSURANCE COMPANY | 6,405 | $404K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 537 | $248K |
| Other | AETNA LIFE INSURANCE COMPANY | 6,405 | $404K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,405 | — |
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.