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.
See commissions and fees for 9 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 |
|---|---|---|---|
| MAGNACARE ADMINISTRATIVE SERVICES EIN 11-3410766 NONE | Insurance services; Insurance agents and brokers; Claims processing; Direct payment from the plan Service code 12 | — | $2.1M |
| CHRISTINE BENCI EIN 51-6112573 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $86K |
| BARBARA THOMPSON EIN 51-6112573 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $43K |
| CHRISTINA MADERICH EIN 51-6112573 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $42K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $32K |
| KLEIN ZELMAN ROTHERMEL JACOBS SCHEE EIN 13-2998136 NONE | Legal; Direct payment from the plan Service code 29 | — | $24K |
| CARY KANE, LLP EIN 20-1942442 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $23K |
| TEAMSTER CENTER SERVICES EIN 13-1964856 NONE | Other services; Direct payment from the plan Service code 49 | — | $14K |
| UBS FINANCIAL SERVICES EIN 13-2638166 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $13K |
| O'SULLIVAN ASSOCIATES EIN 20-8199367 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $5K |
| LENCOR BENEFITS LLC EIN 83-1004877 NONE | Insurance agents and brokers Service code 22 | — | $0 |
| MICHAEL VILLANO, LLC EIN 26-2022003 NONE | Insurance agents and brokers Service code 22 | — | $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 | 642 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 659 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts) | HEALTHPLEX INSURANCE COMPANY | 610 | $360K |
| Vision | HM LIFE INSURANCE COMPANY | 1,627 | $55K |
| Life insurance | LINCOLN LIFE & ANNUITY COMPANY OF NY | 596 | $47K |
| Other | LINCOLN LIFE & ANNUITY COMPANY OF NY | 596 | $47K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,627 | — |
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 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.