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 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 |
|---|---|---|---|
| SHMUEL MELAMED EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $326K |
| REMINGTON JAYASHEKARAMURTHY EIN 52-1115752 EMPLOYEE OF TRUST | Employee (plan); Direct payment from the plan Service code 30 | — | $291K |
| CHRISTA VAN DER VEER EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $183K |
| VICKI M TEDDER EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $110K |
| LASHONDA P WILLIAMS EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $108K |
| JASON YOUNG & ASSOCIATES EIN 59-1237041 NONE | Investment management fees paid directly by plan; Custodial (other than securities); Float revenue; Investment management Service code 18 | 3355 LENOX ROAD NE, SUITE 750 ATLANTA, GA 30326 | $91K |
| BARBARA PFAFFLY EIN 52-1115752 EMPLOYEE OF TRUST | Employee (plan); Direct payment from the plan Service code 30 | — | $84K |
| KELLIE STEWART EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $82K |
| KEVIN DUPONT EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $81K |
| DOUGLAS FREESE EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $78K |
| WOODY JANG EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $78K |
| ENITOR WILLIAMS EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| TAUNYA R BURNETTE-GREENWOOD EIN 52-1115752 EMPLOYEE OF TRUST | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| LAURA SCOTT WILLIAMS EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| CHAUNCEY DELANEY EIN 52-1115752 EMPLOYEE OF TRUST | Direct payment from the plan; Employee (plan) Service code 30 | — | $64K |
| MCGREGOR & ASSOCIATES NONE | Contract Administrator; Direct payment from the plan Service code 13 | 997 GOVERNORS LANE - SUITE 175 LEXINGTON, KY 40513 | $43K |
| ZYWAVE EIN 04-3670979 NONE | Direct payment from the plan; Insurance services Service code 23 | 10700 WEST RESEARCH RD MILWAUKEE, TN 53266 | $26K |
| RSM US LLP EIN 52-1855942 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 2021 L ST NW SUITE 400 WASHINGTON, DC 20036 | $25K |
| THINKHR NONE | Consulting (general); Direct payment from the plan Service code 16 | 4637 CHABOT DRIVE-SUITE 200 PLEASANTON, CA 94588 | $19K |
| SUNLIFE FINANCIAL NONE | Direct payment from the plan; Insurance services Service code 23 | PO BOX 219641 KANSAS CITY, MO 64121 | $19K |
| MAXWELL HEALTH NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 101 TREMONT STREET - 11TH FLOOR BOSTON, MA 02108 | $10K |
| GENISIS SOLUTIONS, LLC EIN 20-1201504 NONE | Direct payment from the plan; Claims processing Service code 12 | 722 E MARKET STREET LEESBURG, VA 20176 | $10K |
| AGENCYBLOC NONE | Insurance services; Direct payment from the plan Service code 23 | 201 WASHINGTON STREET CEDAR FALLS, IA 50613 | $9K |
| BF SAUL INSURANCE AGENCY NONE | Direct payment from the plan; Insurance services Service code 23 | 7501 WISCONSIN AVENUE, SUITE 1500E BETHESDA, MD 20814 | $9K |
| EBONY WILSON CONOVER EIN 52-1115752 EMPLOYEE OF TRUST | Employee (plan); Direct payment from the plan Service code 30 | — | $8K |
| ACCRUE SOLUTIONS NONE | Direct payment from the plan; Contract Administrator Service code 13 | 16110 PEBBLESTONE COVE FRISCO, TX 75035 | $7K |
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 | 6,516 | 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) | 6,516 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 6,516 | $2.0M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 3,581 | $171K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 6,516 | $2.0M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 6,516 | $2.0M |
| Long-term disability | RELIANCE STANDARD | 229 | $104K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 6,516 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,516 | — |
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."
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.