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 1 contract row 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 |
|---|---|---|---|
| ANTHEM EIN 31-1440175 CLAIMS PROCESSING | Claims processing Service code 12 | — | $266K |
| LAWRENCE C. MUSGROVE ASSOC, INC. EIN 20-1935452 ADMINISTRATOR | Claims processing; Contract Administrator Service code 12 | — | $155K |
| THE SEGAL COMPANY EIN 13-1835864 ACTUARY | Consulting (general); Actuarial Service code 11 | — | $78K |
| AMERICAN BENEFIT CORPORATION EIN 55-0672859 OTHER SERVICES | Other services Service code 49 | — | $48K |
| ADAMS STREET PARTNERS, LLC INVESTMENTS | Custodial (securities); Investment management Service code 19 | — | $37K |
| UNION BANK INVESTMENT CUSTODIAN | Custodial (securities) Service code 19 | — | $25K |
| C.S. MCKEE EIN 25-1900687 INVESTMENT MANAGEMENT | Investment management Service code 28 | — | $22K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120528 ATTORNEY | Legal Service code 29 | — | $22K |
| CHARTWELL INVESTMENT PARTNERS INVESTMENT MANAGEMENT | Investment management Service code 28 | — | $20K |
| ANDERSON & REED, LLP EIN 54-0617257 AUDITOR | Accounting (including auditing) Service code 10 | — | $14K |
| STANDARD VALUATIONS, INC. EIN 41-1327339 ADVISORY | Investment advisory (plan) Service code 27 | — | $14K |
| NEW TOWER TRUST COMPANY EIN 20-1641876 INVESTMENTS | Investment management; Custodial (securities) Service code 19 | — | $12K |
| MANNING & NAPIER ADVISORS, LLC EIN 45-3328488 INVESTMENT MANAGEMENT | Investment management Service code 28 | — | $6K |
| LAPADULA,CARLSON & CO., CPA'S PAYROLL AUDITOR | Accounting (including auditing) Service code 10 | — | $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 | 504 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 49 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 553 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 619 | $401K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 619 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.