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 |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Claims processing; Contract Administrator; Other services; Non-monetary compensation Service code 12 | — | $106K |
| ASSOCIATED ADMINISTRATORS EIN 65-1205077 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | — | $102K |
| INVESTMENT PERFORMANCE SERVICE EIN 58-2432390 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $23K |
| BLANK ROME LLP EIN 23-1311874 NONE | Legal; Direct payment from the plan Service code 29 | — | $20K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Direct payment from the plan; Investment management Service code 28 | — | $14K |
| DENTAL HEALTH CENTER & ASSOC., LLC EIN 52-2075670 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $10K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| MORGAN, LEWIS, & BROCKIUS, LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $9K |
| PNC EIN 22-1146430 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $6K |
| THE SEGAL GROUP EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $5K |
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 | 362 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 362 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 805 | $26K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 350 | $43K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 311 | $68K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 350 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 805 | — |
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.
The primary broker changed. The plan may take a second-look pitch.