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 3 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 EMPLOYEES | Direct payment from the plan; Employee (plan) Service code 30 | — | $1.7M |
| EYEMED VISION CARE EIN 80-0773195 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $691K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $417K |
| PNC INSTITUTIONAL INVESTMENTS EIN 25-1211909 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $339K |
| COUNTERPOINT SOFTWARE INC. EIN 51-0300805 NONE | Other services; Direct payment from the plan; Consulting (general) Service code 16 | — | $334K |
| CHANGE HEALTHCARE EIN 20-5731067 NONE | Direct payment from the plan; Other services Service code 49 | — | $316K |
| AON CONSULTING INC. EIN 22-2232264 NONE | Consulting (general); Direct payment from the plan; Accounting (including auditing); Actuarial Service code 10 | — | $155K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $66K |
| HOUSE OF PRINTING INC EIN 52-0942907 NONE | Direct payment from the plan; Copying and duplicating; Other services Service code 36 | — | $50K |
| ERMER & SUTER, PLLC EIN 26-1616418 NONE | Legal; Direct payment from the plan Service code 29 | — | $50K |
| WILLIAM P. O'HANLON PRESIDENT, SAMBA BOD | Direct payment from the plan; Other services; Consulting (general) Service code 16 | 2496 DURHAM PLACE JEFFERSONTON, VA 22724 | $46K |
| BALMAR INC (HBP) EIN 04-3725251 NONE | Copying and duplicating; Other services; Direct payment from the plan Service code 36 | — | $46K |
| CIGNA EIN 59-1031071 NONE | Other services; Direct payment from the plan; Non-monetary compensation; Claims processing; Named fiduciary; Participant communication; Float revenue; Contract Administrator Service code 12 | — | $43K |
| MITCHELL I. SEROTA & ASSOCIATES INC EIN 36-3266002 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $8K |
| VW BROWN INSURANCE SERVICE LLC EIN 26-0274369 NONE | Insurance agents and brokers; Investment management fees paid indirectly by plan 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 | 95,541 | 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) | 95,541 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 6,454 | $2.3M |
| Life insurance(2 contracts) | RELIASTAR LIFE INSURANCE COMPANY | 79,302 | $10.9M |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 10,467 | $5.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 79,302 | — |
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.