Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe primary carrier changed from the prior filing. The plan has shown it will move. Pitch it again 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. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Life | Life | |
Dental | Dental | |
Broker: Samba Other | Other |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 5 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
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 or separated, and beneficiaries. Dependents are not counted. |
| 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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Arag Services LLC | |
Carrier: Arag Services, LLC |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| 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 | Direct payment from the plan; Contract Administrator 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 | Consulting (general); Direct payment from the plan; Other services Service code 16 | — | $357K |
| ZELIS PAYMENTS HOLDINGS LLC EIN 84-3069529 NONE | Direct payment from the plan; Other services Service code 49 | — | $268K |
| HOUSE OF PRINTING INC EIN 52-0942907 NONE | Direct payment from the plan; Other services; Copying and duplicating Service code 36 | — | $250K |
| OPTUMINSIGHT, INC. EIN 41-1858498 NONE | Direct payment from the plan; Other services Service code 49 | — | $178K |
| HUBBARD RADIO WASHINGTON DC,LLC EIN 27-4939278 NONE | Direct payment from the plan; Other services; Other fees 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 | Other services; Direct payment from the plan Service code 49 | 1700 SUMMIT LAKE DRIVE TALLAHASSEE, FL 32317 | $75K |
| HYLAND SOFTWARE, INC EIN 64-1699247 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services 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 | Other services; Direct payment from the plan 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 | Direct payment from the plan; Non-monetary compensation; Claims processing; Named fiduciary; Participant communication; Contract Administrator; Other services; Float revenue Service code 12 | — | $48K |
| LYNN CHANG NONE | Consulting (general); Direct payment from the plan Service code 16 | 114 BECKWITH STREET GAITHERSBURG, MD 20878 | $47K |
| WILLIAM P O'HANLON EIN 52-1074154 PRESIDENT SAMBA BOD | Consulting (general); Direct payment from the plan; Other services; Trustee (individual) 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 | Direct payment from the plan; Other services Service code 49 | — | $37K |
| JOHN MARTUCCI NONE | Consulting (general); Direct payment from the plan; Accounting (including auditing) Service code 10 | 405 NAUTICAL LANE OCEAN CITY, MD 21842 | $36K |
| AUDIO EYE INC EIN 20-2939845 NONE | Direct payment from the plan; Other services Service code 49 | — | $36K |
| DATABANK HOLDINGS EIN 83-0409949 NONE | Other services; Direct payment from the plan 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 | Direct payment from the plan; Other services Service code 49 | — | $21K |
| IBM CORPORATION NONE | Other services; Direct payment from the plan 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 | Direct payment from the plan; Other services Service code 49 | — | $14K |
| KATHRYN DIEM EIN 52-1074154 TRUSTEE | Other services; Trustee (individual); Direct payment from the plan Service code 20 | — | $12K |
| MICRO CENTER EIN 31-1555151 NONE | Other services; Direct payment from the plan 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 | Other services; Trustee (individual); Direct payment from the plan 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 | Direct payment from the plan; Trustee (individual); Other services Service code 20 | — | $9K |
| KNOWBE4, INC. EIN 36-4827930 NONE | Direct payment from the plan; Other services Service code 49 | — | $9K |
| DAVID R LOESCH EIN 52-1074154 TRUSTEE | Direct payment from the plan; Other services; Trustee (individual) Service code 20 | — | $9K |
| NANCY L SAVAGE EIN 52-1074154 TRUSTEE | Direct payment from the plan; Trustee (individual); Other services Service code 20 | — | $9K |
| NINJAONE LLC EIN 46-3725915 NONE | Other services; Direct payment from the plan 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 brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $0 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
2 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025