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 5 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 |
|---|---|---|---|
| SAMBA BENEFIT PLAN EIN 52-1074154 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $2.2M |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $788K |
| WITHUMSMITH+BROWN PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing); Consulting (general) Service code 10 | — | $719K |
| RAM TECHNOLOGIES INC. EIN 23-2221740 NONE | Direct payment from the plan; Other fees; Other services Service code 49 | — | $585K |
| PNC INSTITUTIONAL INVESTMENTS EIN 25-1211909 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $478K |
| COUNTERPOINT SOFTWARE INC EIN 51-0300805 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $357K |
| ZELIS PAYMENTS HOLDINGS LLC EIN 84-3069529 NONE | Other services; Direct payment from the plan Service code 49 | — | $268K |
| HOUSE OF PRINTING INC EIN 52-0942907 NONE | Copying and duplicating; Other services; Direct payment from the plan Service code 36 | — | $250K |
| OPTUMINSIGHT, INC. EIN 41-1858498 NONE | Other services; Direct payment from the plan Service code 49 | — | $178K |
| HUBBARD RADIO WASHINGTON DC,LLC EIN 27-4939278 NONE | Other fees; Other services; Direct payment from the plan Service code 49 | — | $153K |
| CAROUSEL INDUSTRIES OF NORTH AMERIC EIN 06-1502254 NONE | Direct payment from the plan; Other services Service code 49 | — | $98K |
| EYEMED VISION CARE EIN 80-0773195 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $86K |
| MAINLINE INFORMATION SYSTEMS NONE | Direct payment from the plan; Other services Service code 49 | 1700 SUMMIT LAKE DRIVE TALLAHASSEE, FL 32317 | $75K |
| HYLAND SOFTWARE, INC EIN 64-1699247 NONE | Other services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $69K |
| MARY LIVINGSTON NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1406 KNIGHTS BRIDGE TURN CROFTON, MD 21114 | $68K |
| ZIXCORP SYSTEMS INC NONE | Direct payment from the plan; Other services Service code 49 | PO BOX 650823 DALLAS, TX 75265 | $61K |
| PAMELA CUMMINGS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 12 CARRIAGE WALK CT. GAITHERSBURG, MD 20879 | $59K |
| CIGNA EIN 59-1031071 NONE | Non-monetary compensation; Direct payment from the plan; Contract Administrator; Named fiduciary; Participant communication; Claims processing; Other services; Float revenue Service code 12 | — | $48K |
| LYNN CHANG NONE | Direct payment from the plan; Consulting (general) Service code 16 | 114 BECKWITH STREET GAITHERSBURG, MD 20878 | $47K |
| WILLIAM P O'HANLON EIN 52-1074154 PRESIDENT SAMBA BOD | Direct payment from the plan; Other services; Trustee (individual); Consulting (general) Service code 16 | — | $46K |
| ZAYO NETWORK SERVICES LLC EIN 26-1398293 NONE | Direct payment from the plan; Other services Service code 49 | — | $43K |
| HARBORVAULT DATA SOLUTIONS EIN 86-1948309 NONE | Direct payment from the plan; Other services Service code 49 | — | $38K |
| ENGHOUSE INTERACTIVE INC EIN 86-0486871 NONE | Other services; Direct payment from the plan Service code 49 | — | $37K |
| JOHN MARTUCCI NONE | Direct payment from the plan; Accounting (including auditing); Consulting (general) Service code 10 | 405 NAUTICAL LANE OCEAN CITY, MD 21842 | $36K |
| AUDIO EYE INC EIN 20-2939845 NONE | Other services; Direct payment from the plan Service code 49 | — | $36K |
| DATABANK HOLDINGS EIN 83-0409949 NONE | Direct payment from the plan; Other services Service code 49 | — | $35K |
| CRAYON SOFTWARE EXPERTS LLC EIN 47-2237420 NONE | Direct payment from the plan; Other services Service code 49 | — | $29K |
| JOSEPH R DAVIS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 5321 PALMETTO POINT DRIVE PALMETTO, FL 34221 | $25K |
| ERMER & SUTER, PLLC EIN 26-1616418 DAVID ERMER-SECRETARY BOD | Legal; Direct payment from the plan Service code 29 | — | $25K |
| PROMOSANDLOGOS.COM INC EIN 20-1951023 NONE | Direct payment from the plan; Other fees; Other services Service code 49 | — | $25K |
| NTIRETY, INC EIN 26-4826233 NONE | Other services; Direct payment from the plan Service code 49 | — | $21K |
| IBM CORPORATION NONE | Direct payment from the plan; Other services Service code 49 | 3039 E CORNWALLIS ROAD RESEARCH TRIANGLE PARK, NC 27709 | $21K |
| P.A. LUNDY & ASSOCIATES LLC NONE | Other services; Legal; Direct payment from the plan Service code 29 | 8825 STANFORD BOULEVARD SUITE 145 COLUMBIA, MD 21045 | $21K |
| FINTHRIVE INC EIN 47-4470095 NONE | Other services; Direct payment from the plan Service code 49 | — | $14K |
| KATHRYN DIEM EIN 52-1074154 TRUSTEE | Trustee (individual); Other services; Direct payment from the plan Service code 20 | — | $12K |
| MICRO CENTER EIN 31-1555151 NONE | Direct payment from the plan; Other services Service code 49 | — | $11K |
| CARANGI & ASSOCIATES INC NONE | Actuarial; Direct payment from the plan Service code 11 | 20530 ROUTE 19 SUITE 4 CRANBERRY TOWNSHIP, PA 16066 | $10K |
| ANGELA ZENTZ EIN 52-1074154 TRUSTEE | Direct payment from the plan; Trustee (individual); Other services Service code 20 | — | $10K |
| AMAZON WEB SERVICES INC EIN 20-4938068 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| CHARLENE BUCK THORNTON EIN 52-1074154 TRUSTEE | Trustee (individual); Direct payment from the plan; Other services Service code 20 | — | $9K |
| KNOWBE4, INC. EIN 36-4827930 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| DAVID R LOESCH EIN 52-1074154 TRUSTEE | Other services; Trustee (individual); Direct payment from the plan Service code 20 | — | $9K |
| NANCY L SAVAGE EIN 52-1074154 TRUSTEE | Trustee (individual); Direct payment from the plan; Other services Service code 20 | — | $9K |
| NINJAONE LLC EIN 46-3725915 NONE | Direct payment from the plan; Other services Service code 49 | — | $8K |
| SMA TECHNOLOGIES EIN 76-0231315 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
| MHC SOFTWARE HOLDINGS, INC EIN 84-2954086 NONE | Direct payment from the plan; Other services Service code 49 | — | $5K |
| PROGRESS SOFTWARE CORPORATION EIN 04-2746201 NONE | Other services; Direct payment from the plan Service code 49 | — | $5K |
| VW BROWN INSURANCE SERVICE LLC EIN 26-0274369 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees 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 | 109,573 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 109,573 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 4,039 | $1.5M |
| Life insurance(2 contracts) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 84,678 | $12.1M |
| Other(2 contracts) | ARAG SERVICES LLC | 216 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 84,678 | — |
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.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.