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 1 broker row. $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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Claims processing; Contract Administrator Service code 12 | — | $159K |
| SAVASTA & CO. EIN 13-3879959 NONE | Actuarial Service code 11 | — | $71K |
| CAREFIRST PPO EIN 52-1187907 NONE | Other fees; Claims processing Service code 12 | — | $64K |
| ZELIS EIN 86-1040704 NONE | Claims processing Service code 12 | — | $44K |
| AMERICAN HEALTH HOLDING EIN 31-1368946 NONE | Other services Service code 49 | — | $35K |
| SEGAL COMPANY EIN 13-1835684 NONE | Investment advisory (plan) Service code 27 | — | $29K |
| CALIBRE CPA GROUP EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| KEYPRO ACQUISITIONS, INC. EIN 42-1413902 NONE | Other services Service code 49 | — | $22K |
| MCCHESNEY & DALE EIN 52-1842141 NONE | Legal Service code 29 | — | $16K |
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 | 632 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 110 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 742 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL OF PENNSYLVANIA | 1,398 | $353K |
| Vision | FIDELITY SECURITY LIFE INSURANCE (GVS) | 1,408 | $50K |
| Life insurance | RELIANCE STANDARD | 718 | $21K |
| Other | RELIANCE STANDARD | 718 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,408 | — |
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."
No prospect flags tripped on this filing.