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 4 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 |
|---|---|---|---|
| NEA'S MEMBER BENEFITS CORPORATION EIN 52-0855767 NEA SUBSIDIARY | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Participant communication; Other services Service code 10 | — | $23.7M |
| MERCER EIN 13-3109248 NONE | Claims processing; Insurance services; Direct payment from the plan Service code 12 | — | $5.5M |
| RBC WEALTH MANAGEMENT EIN 41-1416330 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $100K |
| MARSH USA EIN 36-1436000 NONE | Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $85K |
| BNY MELLON ASSET SERVICING EIN 13-5160382 NONE | Direct payment from the plan; Custodial (securities); Float revenue Service code 19 | — | $79K |
| CONDUENT HR CONSULTING EIN 13-3954297 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $78K |
| MOONEY, GREEN SANDON, ET AL PC EIN 52-1958229 NONE | Legal; Direct payment from the plan Service code 29 | — | $67K |
| NCM CAPITAL EIN 56-1535917 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $53K |
| SMITH AFFILIATED CAPITAL GROUP EIN 13-3100579 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $49K |
| CALIBRE CPA GROUP EIN 47-0900880 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $48K |
| RHUMBLINE ADVISORS EIN 04-3118582 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $39K |
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 | 2,599,228 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 161,356 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,760,584 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 3,183,068 | $65.6M |
| Prescription drug | STONEBRIDGE LIFE INSURANCE | 651 | $248K |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 520,622 | $81.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,183,068 | — |
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.