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 pricingBroker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
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 |
|---|---|---|
Broker: Bolton Partners Stop-loss | Stop-loss |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract 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 | 1,231 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 198 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,429 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | ULLICO | 1,249 | $364K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,249 | - |
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: Ullico |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| DECISION SCIENCE, INC EIN 52-1055523 NONE | Contract Administrator Service code 13 | — | $1.2M |
| CAREFIRST NETWORK LEASING NONE | Claims processing Service code 12 | 10455 MILL RUN CIRCLE OWINGS MILL, MD 21117 | $74K |
| MORGAN LEWIS EIN 23-0891050 NONE | Legal Service code 29 | — | $73K |
| CHARTWELL EIN 23-2891243 NONE | Investment management fees paid directly by plan Service code 51 | — | $55K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other services Service code 49 | — | $44K |
| CALIBRE CPA GROUP, PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| AMERICAN REALTY ADVISORS EIN 33-0123114 NONE | Investment management fees paid directly by plan Service code 51 | — | $25K |
| CIGNA DENTAL HEALTH EIN 59-1031071 NONE | Other insurance fees and expenses Service code 73 | — | $19K |
| INVESTMENT PERFORMANCE SERVICES EIN 36-3555078 NONE | Investment advisory (plan) Service code 27 | — | $19K |
| DOYLE PRINTING EIN 53-0191325 NONE | Copying and duplicating Service code 36 | — | $19K |
| BOLTON PARTNERS, INC. EIN 52-1231144 NONE | Actuarial Service code 11 | — | $18K |
| INTERCONTINENTAL RE FUND EIN 11-3786306 NONE | Investment management fees paid directly by plan Service code 51 | — | $17K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 NONE | Investment management fees paid directly by plan; Soft dollars commissions Service code 51 | — | $9K |
| ACCENT PAINTERS EIN 52-1263036 NONE | Claims processing Service code 12 | — | $6K |
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.
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11 filings · 2015 to 2025