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 1 broker row. $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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $276K |
| ZELIS EIN 86-1040704 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $232K |
| CONIFER VALUE-BASED CARE, LLC EIN 52-1964905 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $199K |
| BENESYS INC. EIN 38-2383171 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $187K |
| CAREFIRST BC/BS OF MARYLAND EIN 52-1385894 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $173K |
| ABATO, RUBENSTEIN, & ABATO EIN 52-0904713 NONE | Legal; Direct payment from the plan Service code 29 | — | $172K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management; Named fiduciary Service code 28 | — | $107K |
| NCAS NONE | Claims processing; Direct payment from the plan Service code 12 | 1501 S. CLINTON STREET, 7TH FLOOR BALTIMORE, MD 21224 | $99K |
| INVESTMENT PEFORMANCE SERVICES EIN 58-2432390 NONE | Actuarial; Direct payment from the plan; Investment advisory (plan) Service code 11 | — | $89K |
| CALL A DOCTOR PLUS NONE | Other services; Direct payment from the plan Service code 49 | 35 NOD ROAD, SUITE 102 AVON, CT 06001 | $54K |
| CIGNA HEALTH & LIFE INSURANCE CO. EIN 59-1031071 NONE | Claims processing; Named fiduciary; Contract Administrator; Participant communication Service code 12 | — | $43K |
| SWORD HEALTH EIN 83-4333673 NONE | Direct payment from the plan; Other services Service code 49 | — | $30K |
| SEGAL SELECT INSURANCE SERVICES EIN 46-0619194 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $19K |
| CALIBRE CPA GROUP EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| KENNETH KAHL EIN 52-1059733 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $13K |
| ERIC ECKSTEIN EIN 52-1059733 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $12K |
| KARI CORDELL EIN 52-1059733 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $11K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Other services Service code 49 | — | $10K |
| PNC BANK EIN 22-1146430 NONE | Investment management fees paid directly by plan; Custodial (securities); Legal; Direct payment from the plan Service code 19 | — | $10K |
| ANTHONY GEORGE EIN 52-1059733 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $9K |
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 | 1,636 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 456 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,092 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | UNION LABOR LIFE INSURANCE COMPANY | 1,529 | $291K |
| Other | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 309 | $1.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,529 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.