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 6 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 |
|---|---|---|---|
| NEA'S MEMBER BENEFITS CORPORATION EIN 52-0855767 NEA SUBSIDIARY | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Participant communication; Direct payment from the plan Service code 10 | — | $23.4M |
| MERCER EIN 13-3109248 NONE | Insurance services; Claims processing; Direct payment from the plan Service code 12 | — | $5.0M |
| BUCK CONSULTANTS EIN 13-3954297 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $125K |
| BNY MELLON ASSET SERVICING EIN 13-5160382 NONE | Float revenue; Custodial (securities); Direct payment from the plan Service code 19 | — | $104K |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $100K |
| MOONEY, GREEN, SAINDON, ET AL, PC EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $78K |
| SMITH AFFILIATED CAPITAL CORP EIN 13-3105799 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $60K |
| MARSH USA EIN 36-1436000 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $58K |
| CALIBRE CPA GROUP EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $45K |
| NCM CAPITAL EIN 56-1535917 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $42K |
| RHUMBLINE ADVISORS EIN 04-3118582 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $40K |
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 | 2,577,573 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 172,069 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,749,642 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 2,836,714 | $66.4M |
| Prescription drug | UNITED AMERICAN INSURANCE COMPANY | 570 | $701K |
| Other | UNITED AMERICAN INSURANCE COMPANY | 8,267 | $17.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,836,714 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.