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 6 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 |
|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES EIN 46-5378846 RECORDKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Participant communication; Account maintenance fees; Participant loan processing Service code 15 | — | $152K |
| NORTHWESTERN MUTUAL EIN 52-2114207 ADVISOR | Investment advisory (participants); Investment management fees paid directly by plan Service code 26 | — | $23K |
| TD AMERITRADE EIN 82-0543156 ADVISOR | Investment advisory (participants); Investment management fees paid directly by plan Service code 26 | — | $22K |
| DAVENPORT & COMPANY EIN 54-1837917 ADVISOR | Investment advisory (participants); Investment management fees paid directly by plan Service code 26 | — | $11K |
| PALLADIUM PARTNERS EIN 43-2055488 ADVISOR | Investment advisory (participants); Investment management fees paid directly by plan Service code 26 | — | $10K |
| SCHWAB EIN 95-1780067 ADVISOR | Investment management fees paid directly by plan; Investment advisory (participants) Service code 26 | — | $10K |
| WHRS INVESTMENT MANAGEMENT, INC. ADVISOR | Investment management fees paid directly by plan; Investment advisory (participants) Service code 26 | 2400 ANSYS DRIVE, SUITE 204 CANONSBURG, PA 15317 | $9K |
| MATRIX TRUST COMPANY EIN 75-3182674 TRUSTEE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Custodial (securities); Trustee (directed); Other services; Float revenue Service code 18 | — | $0 |
| MSCS FINANCIAL SERVICES | Shareholder servicing fees; Direct payment from the plan; Sub-transfer agency fees; Finders' fees / placement fees; Soft dollars commissions; Distribution (12b-1) fees Service code 50 | — | $0 |
| TD AMERITRADE, INC. | Soft dollars commissions; Shareholder servicing fees; Distribution (12b-1) fees; Sub-transfer agency fees Service code 59 | — | $0 |
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 | 562 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 133 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 695 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(4 contracts, 3 carriers) | NORTHWESTERN MUTUAL | 4 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4 | — |
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.