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 pricingBroker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: J. Arthur Dail, Inc. LifeLTDOther | LifeLTDOther | |
Broker: J. Arthur Dail, Inc. Dental | Dental |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts 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 | 58 | 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) | 58 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 33 | $26K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 58 | $123K |
| Long-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 58 | $123K |
| Other | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 58 | $123K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 58 | - |
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.
| Broker | Commissions |
|---|---|
Carrier: Prudential Insurance Company of America | |
Carrier: Sun Life Assurance Company of Canada |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| MEDCOST BENEFIT SERVICES EIN 56-2056821 CONTRACTADMINISTRATOR | Contract Administrator Service code 13 | P.O. BOX 25987 WINSTON-SALEM, NC 27114 | $50K |
| PRIME THERAPEUTICS MANAGEMENT, LLC EIN 46-3708039 PBM | Claims processing; Direct payment from the plan; Other fees Service code 12 | 15950 N 76TH ST, SUITE 200 SCOTTSDALE, AZ 85260 | $4K |
| J. ARTHUR DAIL, INC. EIN 58-1902702 BROKER | Insurance agents and brokers Service code 22 | 6000 FAIRVIEW ROAD SUITE 1200 CHARLOTTE, NC 28210 | $2K |
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.
4 contacts
10 filings · 2016 to 2025