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.
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 |
|---|---|---|---|
| ASMED HEALTH PARTNERSHIP EIN 59-2345577 NONE | Other services; Direct payment from the plan Service code 49 | — | $49K |
| INNOVATIVE SOFTWARE SOLUTIONS NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 2 EXECUTIVE CAMPUS, SUITE 400 CHERRY HILL, NJ 08002 | $40K |
| WILMINGTON TRUST / M&T BANK EIN 16-0538020 NONE | Investment management; Investment management fees paid directly by plan; Custodial (securities) Service code 19 | — | $30K |
| BOLTON PARTNERS, INC. EIN 52-1231144 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $26K |
| INVESCO ADVISERS INC. EIN 58-1707262 NONE | Investment management; Soft dollars commissions Service code 28 | — | $25K |
| AMERICAN HEALTH HOLDINGS NONE | Direct payment from the plan; Other services Service code 49 | 100 W. OLD WILSON BRIDGE ROAD WORTHINGTON, OH 430856015 | $24K |
| WEYRICH, CRONIN & SORRA, CHARTERED EIN 52-1162023 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| ABATO, RUBENSTEIN & ABATO EIN 52-0904713 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $12K |
| REYNOLDS CONSULTING SERVICES, LLC. EIN 20-1899564 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $12K |
| FAMOUS AND SPANG ASSOCIATES EIN 52-1202946 NONE | Insurance agents and brokers; Insurance services Service code 22 | 200 W. BELAIR AVENUE, P.O. BOX 458 ABERDEEN, MD 21117 | $11K |
| PAVSNER PRESS NONE | Other services Service code 49 | 9008 YELLOW BRICK ROAD BALTIMORE, MD 21237 | $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 | 1,397 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,405 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,634 | $114K |
| Long-term disability | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,634 | $114K |
| Prescription drug | CAREFIRST OF MARYLAND, INC. | 2,507 | $2.8M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 1,472 | $281K |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 1,634 | $114K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,507 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.