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 2 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 |
|---|---|---|---|
| CARDAY ASSOCIATES, INC. EIN 53-0257019 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $379K |
| CONIFER HEALTH SOLUTIONS EIN 52-1964905 NONE | Other fees; Other services; Direct payment from the plan Service code 49 | — | $106K |
| AMERICAN REALTY EIN 33-0123114 NONE | Investment management; Investment management fees paid directly by plan; Non-monetary compensation Service code 28 | — | $35K |
| WITHUMSMITH+BROWN, P.C. EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $33K |
| SEGALL BRYANT & HAMILL EIN 41-1788385 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $31K |
| LOCKTON DUNNING BENEFIT COMPANY NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 717 NORTH HARWOOD STREET SUITE 2500 DALLAS, TX 75201 | $30K |
| PNC EIN 22-1211909 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $24K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $23K |
| CHEIRON, INC. EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $13K |
| PENN CAPITAL MANAGEMENT EIN 22-2796848 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| OPTUMRX, INC. EIN 33-0441200 NONE | Other fees; Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $12K |
| INVESTMENT PERFORMANCE SERVICE EIN 58-2432390 NONE | Direct payment from the plan; Consulting (general); Investment advisory (plan) Service code 16 | — | $10K |
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 | 1,144 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 83 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | FIDELITY SECURITY LIFE INSURANCE | 1,668 | $53K |
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,449 | $28K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,449 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,712 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.