Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Premium |
|---|---|
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 894 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 894 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
This filing has no Schedule A insurance contracts. This is typical of fully self-funded plans. The only headcount is the Form 5500 number above.
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS EIN 06-1475928 NONE | Other fees Service code 99 | — | $394K |
| AMERICAN BENEFIT CORPORATION EIN 55-0672859 NONE | Claims processing Service code 12 | — | $356K |
| AMERICAN HEALTH HOLDINGS EIN 31-1368946 NONE | Other fees Service code 99 | — | $64K |
| MANNING AND NAPIER EIN 16-0995736 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $64K |
| HARRIS, HARDIN & COMPANY, A.C. EIN 55-0756523 NONE | Accounting (including auditing) Service code 10 | — | $55K |
| CS MCKEE EIN 25-1095051 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $39K |
| CICCARELLO, DEL GIUDUCE & LAFON EIN 55-0711953 NONE | Insurance agents and brokers Service code 22 | — | $27K |
| ANDCO CONSULTING EIN 59-3676225 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $13K |
| PHYSICIANS SERVICES - 4MOST EIN 26-1790538 NONE | Other fees Service code 99 | — | $8K |
| UNITED NATIONAL BANK EIN 55-0249860 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $8K |
| MEDICAL REVIEW INSTITUTE EIN 87-0394756 NONE | Other fees Service code 99 | — | $8K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
11 filings · 2015 to 2025