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 3 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMINIST EIN 65-0498809 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Copying and duplicating; Other services; Direct payment from the plan Service code 14 | — | $1.7M |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 NONE | Legal; Direct payment from the plan Service code 29 | — | $160K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $71K |
| PNC EIN 22-1146430 NONE | Custodial (securities) Service code 19 | — | $66K |
| CHARTWELL INVESTMENT PARTNERS NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | 1205 WESTLAKES DRIVE SUITE 100 BERWYN, PA 19312 | $65K |
| NATIONAL INVESTMENT SERVICES NONE | Direct payment from the plan Service code 50 | 777 EAST WISCONSIN AVENUE MILWAUKEE, WI 53202 | $54K |
| INTERCONTINENTAL REAL ESTATE EIN 04-3549299 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $42K |
| WITHUMSMITH + BROWN PC NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 4600 EAST-WEST HIGHWAY 900 BETHESDA, MD 20814 | $41K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432390 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $35K |
| CRESCENT MEZZANINE PARTNERS LP EIN 47-3358654 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $29K |
| BOSTON PARTNERS NONE | Investment management; Custodial (securities); Investment management fees paid directly by plan; Direct payment from the plan Service code 19 | 60 E 42ND STREET 1550 NEW YORK, NY 10165 | $11K |
| VENABLE LAW FIRM, P.A. NONE | Legal; Direct payment from the plan Service code 29 | 600 MASSACHUSETTS AVE, NW WASHINGTON, DC 20001 | $11K |
| HAMILTON LANE EIN 23-2962336 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $9K |
| BHA CONSULTING LLC NONE | Consulting (general); Direct payment from the plan Service code 16 | 11414 MORNING GLORY TRAIL AUSTIN, TX 78750 | $6K |
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 | 2,972 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,272 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,244 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTH GROUP INC. | 4,244 | $1.1M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 4,244 | $58K |
| Other | HCC LIFE INSURANCE COMPANY | 4,244 | $396K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,244 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.