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 4 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 5 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 |
|---|---|---|---|
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 NONE | Legal; Direct payment from the plan Service code 29 | — | $244K |
| MELLON CAPITAL MANAGEMENT EIN 24-1442864 TRUSTEE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $181K |
| GRANT THORNTON EIN 53-0162882 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $107K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE/CUSTODIAL | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment management Service code 21 | — | $79K |
| ALIGHT SOLUTIONS EIN 36-2235791 RECORD KEEPER | Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $60K |
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 CONSULTING FEES | Consulting (general); Direct payment from the plan Service code 16 | — | $34K |
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 | 1,467 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,889 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,356 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 761 | $2.0M |
| Other | EMPATHIA, INC. | 2,307 | $107K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,307 | — |
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.