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 2 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 2 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 |
|---|---|---|---|
| SAVASTA AND COMPANY, INC. EIN 13-3879959 NONE | Actuarial; Contract Administrator; Other fees; Direct payment from the plan Service code 11 | — | $2.0M |
| ANTHEM HEALTH PLAN EIN 06-1475928 NONE | Float revenue; Investment management fees paid directly by plan; Direct payment from the plan; Claims processing Service code 12 | — | $404K |
| BROADREACH MEDICAL RESOURCES EIN 02-0640082 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $177K |
| CARY KANE, LLP EIN 20-1942442 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $81K |
| DDS, INC. EIN 11-2705347 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $54K |
| STEINBERG, STECKLER & PICCIURRO, PC EIN 13-2665700 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $44K |
| MEDREVIEW EIN 13-3240352 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $37K |
| MORGAN, LEWIS AND BOCKIUS EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $17K |
| JENNISON ASSOCIATES EIN 52-2069785 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Soft dollars commissions Service code 21 | — | $17K |
| SEGAL CONSULTING EIN 13-1835864 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $14K |
| BERNZOTT CAPITAL ADVISORS EIN 77-0464710 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| STACEY BRAUN EIN 13-2889432 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Investment management; Soft dollars commissions Service code 28 | — | $8K |
| QUANTITATIVE MANAGEMENT EIN 22-1211670 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $8K |
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 | 886 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 540 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,430 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE CO., INC. | 724 | $2.8M |
| Life insurance | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 864 | $128K |
| Other | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | 864 | $128K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 864 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.