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 | Coverage | Premium |
|---|---|---|
LifeOther | LifeOther |
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 | 2,055 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 427 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,482 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 1,530 | $211K |
| Other | DEARBORN LIFE INSURANCE COMPANY | 1,530 | $211K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,530 | - |
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 BLUE CROSS EIN 31-1440175 NONE | Claims processing Service code 12 | 220 VIRGINIA AVENUE INDIANAPOLIS, IN 46204 | $1.1M |
| ZACK'S INVESTMENT MANAGEMENT EIN 36-3792197 NONE | Investment management Service code 28 | 111 NORTH CANAL STREET CHICAGO, IL 60606 | $92K |
| NEW TOWER TRUST COMPANY EIN 30-0872552 NONE | Investment management fees paid directly by plan Service code 51 | 7315 WISCONSIN AVENUE BETHESDA, MD 20814 | $77K |
| HARRIS, HARDIN & COMPANY, A.C. EIN 55-0756523 NONE | Accounting (including auditing) Service code 10 | 404 NINTH STREET HUNTINGTON, WV 25701 | $53K |
| TA REALTY CORE PROPERTY FUND EIN 04-3341880 NONE | Investment management Service code 28 | 28 STATE STREET BOSTON, MA 02109 | $51K |
| CHARTWELL INVESTMENT MANAGEMENT EIN 23-2891243 NONE | Investment management Service code 28 | 1235 WESTLAKE DRIVE BERWYN, PA 19312 | $44K |
| ASSURED PARTNERS OF WV EIN 90-0897225 NONE | Insurance services Service code 23 | 1002 THIRD AVENUE HUNTINGTON, WV 25701 | $41K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Actuarial Service code 11 | 11590 NORTH MERIDIAN STREET CARMEL, IN 46032 | $40K |
| CS MCKEE, LP EIN 25-1900687 NONE | Investment management Service code 28 | P. O. BOX 6022 HERMITAGE, PA 161481022 | $39K |
| NEUBERGER BERMAN GROUP LLC EIN 02-0654486 NONE | Investment management fees paid directly by plan Service code 51 | 1209 AVENUE OF AMERICAS NEW YORK, NY 10104 | $38K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan Service code 51 | P. O. BOX 5488 BOSTON, MA 022065488 | $35K |
| AMERICAN BENEFIT CORPORATION EIN 55-0572859 NONE | Consulting (general) Service code 16 | 3150 U S ROUTE 60 ONA, WV 25545 | $32K |
| STANDARD VALUATIONS EIN 41-1327339 NONE | Investment advisory (plan) Service code 27 | 790 CLEVELAND AVENUE, SOUTH ST. PAUL, MN 55116 | $31K |
| LEDBETTER PARTNERS LLC EIN 03-0599899 NONE | Legal Service code 29 | 5078 WOOSTER ROAD CINCINNATI, OH 45226 | $28K |
| JOHN F. DASCOLI. LLC EIN 20-5782053 NONE | Legal Service code 29 | 2442 KANAWHA BLVD, EAST CHARLESTON, WV 25311 | $15K |
| MEDICAL REVIEW INSTITUTE EIN 87-0515201 NONE | Investment management fees paid directly by plan Service code 51 | P. O. BOX 35145 SEATTLE, WA 981245145 | $14K |
| PENN CAPITAL MANAGEMENT EIN 22-2796848 NONE | Investment management Service code 28 | 3 CRESCENT DRIVE PHILADELPHIA, PA 19112 | $13K |
| BOYD WATTERSON ASSET MGMT EIN 34-1922005 NONE | Investment management Service code 28 | 1301 E 9TH STREET CLEVELAND, OH 44114 | $10K |
| UNITED BANK EIN 55-1074313 NONE | Custodial (securities) Service code 19 | 500 VIRGINIA STREET EAST CHARLESTON, WV 25322 | $10K |
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
10 filings · 2016 to 2025