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 6 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 |
|---|---|---|---|
| CENTER FOR NONPROFIT ADVANCEMENT EIN 52-1139669 ADMINISTRATOR | Plan Administrator Service code 14 | — | $165K |
| CALIBRE CPA GROUP EIN 47-0900880 ACCOUNTING SERVICES | Accounting (including auditing) Service code 10 | — | $99K |
| JBG SMITH EIN 52-6097909 RENT | Other services Service code 49 | — | $77K |
| CLIFTONLARSONALLEN EIN 41-0746749 AUDIT AND ACCOUNTING | Accounting (including auditing) Service code 10 | — | $31K |
| M & T BANK EIN 16-0538020 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $27K |
| COOLEY AND DARLING EIN 56-2672096 INSURANCE SERVICES | Insurance services Service code 23 | — | $25K |
| DECATHLON DEVELOPMENT CORP EIN 52-1544447 IT SERVICES | Other services Service code 49 | — | $24K |
| KILPATRICK, TOWNSEND AND STOCKTON EIN 58-0511774 TRUSTEE | Legal Service code 29 | — | $16K |
| SIMPLE IT CARE EIN 71-0981985 IT SERVICES | Other services Service code 49 | — | $8K |
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 | 2,138 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 2,089 | $12.9M |
| Dental | AETNA HEALTH, INC. | 2,089 | $10.6M |
| Vision | ADVANTICA INSURANCE COMPANY | 1,626 | $84K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 1,587 | $265K |
| Short-term disability(2 contracts) | UNION SECURITY INSURANCE COMPANY | 1,587 | $376K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 317 | $110K |
| Other | UNION SECURITY INSURANCE COMPANY | 1,587 | $265K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,089 | — |
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.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.