See 4 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SIGNIFICA BENEFIT SERVICES, INC. EIN 23-2504308 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing; Copying and duplicating; Contract Administrator; Participant communication Service code 12 | — | $700K |
| BH BENEFITS EIN 27-0488672 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $179K |
| INDEPENDENT FIDUCIARY SERVICES NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | 8460 TYCO ROAD, STE E VIENNA, VA 22182 | $120K |
| RSM US LLP EIN 42-0714325 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $36K |
| TRANSNATION TRANSLATIONS, INC. NONE | Other fees; Direct payment from the plan Service code 50 | 17101 PRESTON ROAD SUITE 180 DALLAS, TX 75248 | $30K |
| WILMINGTON TRUST NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Custodial (securities) Service code 19 | 1100 NORTH MARKET STREET WILMINGTON, DE 19890 | $22K |
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 | 1,317 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,317 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | PAN-AMERICA LIFE INSURANCE COMPANY | 673 | $1.9M |
| Stop-loss / reinsurancereinsurance | UNIMERICA INSURANCE COMPANY | 900 | $429K |
| Other(3 contracts, 3 carriers) | PAN-AMERICA LIFE INSURANCE COMPANY | 1,317 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,317 | — |
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.
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.