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 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 |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 PHARMACY BENEFIT MANAGEMT | Claims processing; Direct payment from the plan; Float revenue; Other fees Service code 12 | — | $3.1M |
| CAREFIRST OF MARYLAND, INC. EIN 52-1385894 MEDICAL BENEFIT MANAGEMT | Direct payment from the plan; Other fees; Claims processing Service code 12 | — | $3.0M |
| BENEFITS ADMINISTRATION CORP., INC. EIN 52-1139156 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $428K |
| CONIFER VALUE-BASED CARE, LLC EIN 52-1964905 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $133K |
| CAREFIRST BC/BS OF MARYLAND EIN 52-1385894 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $80K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | 1235 WESTLAKES DR, SUITE 400 BERWYN, PA 19312 | $71K |
| BOLTON PARTNERS, INC. EIN 52-1231144 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $68K |
| ASMED HEALTH, LLC EIN 27-4189010 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $59K |
| NATIONAL VISION ADMINISTRATORS, LLC EIN 74-3033381 MEDICAL BENEFIT MANAGEMT | Other fees; Direct payment from the plan Service code 50 | 1200 ROUTE 46 WEST CLIFTON, NJ 07013 | $52K |
| ABATO, RUBENSTEIN AND ABATO EIN 52-0904713 NONE | Legal; Direct payment from the plan Service code 29 | — | $42K |
| WEYRICH, CRONIN & SORRA, LLC EIN 81-4643077 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $40K |
| INVESTMENT PERFORMANCE SERVICES, LL EIN 58-2432390 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $39K |
| DENTAL NETWORK NONE | Direct payment from the plan; Claims processing Service code 12 | 7400 YORK ROAD TOWSON, MD 21204 | $35K |
| PNC BANK EIN 22-1146430 NONE | Investment management fees paid directly by plan; Legal; Custodial (securities) Service code 19 | — | $12K |
| KARI CORDELL TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 1707 NORTH LAURA COURT JARRETSVILLE, MD 21084 | $6K |
| ERIC ECKSTEIN UNION TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 8100 SANDPIPER CIRCLE, STE. 200 BALTIMORE, MD 21236 | $6K |
| KENNETH KAHL UNION TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | 11815 REYNOLDS ROAD KINGSVILLE, MD 21087 | $6K |
| ANTHONY GEORGE UNION TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | 8100 SANDPIPER CIRCLE, STE. 200 BALTIMORE, MD 21236 | $5K |
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 | 1,521 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 450 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,971 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CAREFIRST OF MARYLAND, INC. | 609 | $80K |
| Dental | CAREFIRST OF MARYLAND, INC. | 609 | $80K |
| Prescription drug(2 contracts, 2 carriers) | LABOR FIRST, LLC | 609 | $2.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 609 | — |
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.