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 5 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 |
|---|---|---|---|
| JP MORGAN CHASE BANK EIN 13-2624428 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $364K |
| HIGHMARK EIN 23-1294723 INS-SVCS | Direct payment from the plan; Insurance services Service code 23 | — | $145K |
| ANTHEM EIN 54-0357120 INS-SVCS | Direct payment from the plan; Insurance services Service code 23 | — | $131K |
| KKR AMERICAS FUND XII LP EIN 98-1279368 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $119K |
| UBS GLOBAL ASSET MANAGEMENT EIN 36-3718331 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $105K |
| TRILANTIC ENERGY PARTNERS II PARALL EIN 46-4688952 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $64K |
| DELOITTE TOUCHE LLP EIN 13-3891517 ACCNTG | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $60K |
| CENTERSQUARE INVESTMENT MANAGEMENT EIN 23-2817243 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $48K |
| WILLIS TOWERS WATSON EIN 53-0181291 ACTURAL | Direct payment from the plan; Actuarial Service code 11 | — | $45K |
| NORTHERN TRUST COMPANY EIN 36-1561860 TRTE-DIR | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management fees paid indirectly by plan Service code 21 | — | $43K |
| PWP GROWTH EQUITY FUND II LP EIN 27-3051243 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $42K |
| ALLSPRING INTERMEDIATE II LLC EIN 86-3510848 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $36K |
| PWP GROWTH EQUITY FUND I LP EIN 37-1731370 INV-MGMT | Investment management fees paid directly by plan; Investment management Service code 28 | — | $35K |
| NB REAL ESTATE SECONDARY OPPORTUNIT EIN 06-1834242 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $29K |
| DOMINION ENERGY SVCS, INC. EIN 54-1229715 PLN-ADMR | Direct payment from the plan; Plan Administrator Service code 14 | — | $27K |
| HRA ADMIN EXPENSES EIN 26-0775680 INS-SVCS | Insurance services; Direct payment from the plan Service code 23 | — | $18K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $18K |
| NB PRIVATE EQUITY CREDIT OPPORTUNIT EIN 35-2574859 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $16K |
| WELSH, CARSON, ANDERSON & STOWE XII EIN 32-0455106 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $14K |
| TRILANTIC ENERGY PARTNERS NORTH AME EIN 34-4807607 INV-MGMT | Investment management; Investment management fees paid directly by plan Service code 28 | — | $9K |
| NT COMMON SHORT TERM INVT FD EIN 36-1561860 TRTE-DIR | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management fees paid directly by plan Service code 21 | — | $7K |
| BURGISS GROUP LLC EIN 22-3693659 INADV-PL | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $6K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 908 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 908 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | METLIFE INSURANCE COMPANY | 632 | $541K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 632 | — |
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.
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.