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 3 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 |
|---|---|---|---|
| HORIZON BCBS EIN 22-0999690 3RD PARTY | Contract Administrator; Insurance agents and brokers Service code 13 | — | $645K |
| NISA INVESTMENT ADVISORS, LLC NONE | Investment management Service code 28 | P.O. BOX 790379 ST. LOUIS, MO 631790379 | $403K |
| CALLAN ASSOCIATES EIN 94-2192581 3RD PARTY | Investment advisory (plan) Service code 27 | — | $97K |
| WELLS FARGO EIN 94-1347393 TRUSTEE | Custodial (other than securities); Trustee (bank, trust company, or similar financial institution) Service code 18 | — | $53K |
| BLACKROCK FINANCIAL MANAGEMENT INC. NONE | Investment management Service code 28 | P.O. BOX 978884 DALLAS, TX 75397 | $50K |
| INCOME RESEARCH & MANAGEMENT NONE | Investment management Service code 28 | P.O. BOX 418868 BOSTON, MA 022418830 | $41K |
| LSV ASSET MANAGEMENT NONE | Investment management Service code 28 | 8545 SOLUTION CENTER CHICAGO, IL 606778005 | $29K |
| EAGLE ASSET MANAGEMENT NONE | Investment management Service code 28 | P.O. BOX 23592 ST. PETERBURG, FL 33742 | $7K |
| MORGAN LEWIS & BOCKIUS LLP NONE | Contract Administrator Service code 13 | P.O. BOX 8500 S-6050 PHILADELPHIA, PA 191786050 | $6K |
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 | 3,306 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,306 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | HARTFORD LIFE AND ACCIDENT | 465 | $48K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 1,693 | $841K |
| Long-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 1,693 | $841K |
| Other(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 1,693 | $841K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,693 | — |
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.