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 1 contract row 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | P.O. BOX 536850 ATLANTA, GA 303536850 | $170K |
| NEWPORT RETIREMENT SERVICES, INC. EIN 62-1868111 NONE | Sub-transfer agency fees; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing; Participant loan processing Service code 12 | — | $150K |
| MERRILL LYNCH NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 4500 CAMERON VALLEY PARKWAY CHARLOTTE, NC 28211 | $118K |
| WELLS FARGO ADVISORS, LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 4525 SHARON ROAD SUITE 200 CHARLOTTE, NC 28211 | $62K |
| VERISIGHT TRUST COMPANY EIN 27-4411131 NONE | Account maintenance fees; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Custodial (securities); Claims processing Service code 12 | — | $51K |
| MORGAN STANLEY SMITH BARNEY NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 3280 PEACHTREE ROAD SUITE 1900 ATLANTA, GA 30305 | $51K |
| CHARLES SCHWAB NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 2423 E. LINCOLN DRIVE SUITE 300 PHOENIX, AZ 85016 | $33K |
| JP MORGAN SECURITES, LLC NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 3801 PGA BOULEVARD SUITE 800 PALM BEACH, FL 33410 | $20K |
| PERSHING NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 1816 FRONT STREET DURHAM, NC 27705 | $19K |
| WILMINGTON TRUST EIN 51-0099033 NONE | Trustee (bank, trust company, or similar financial institution); Claims processing; Trustee (directed); Account maintenance fees; Custodial (securities) Service code 12 | — | $19K |
| LINDEN THOMAS AND COMPANY NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 5955 CARNEGIE BLVD. SUITE 200 CHARLOTTE, NC 28209 | $11K |
| CAPTRUST FINANCIAL NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 4208 SIX FORKS ROAD RALEIGH, NC 27609 | $10K |
| WACHOVIA SECURITIES NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 200 CAMPUS DRIVE FLORHAM PARK, NJ 27455 | $9K |
| FIFTH THIRD NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 201 N. TRYON STREET CHARLOTTE, NC 28202 | $9K |
| NORTHWESTERN MUTUAL WEALTH MGMT NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 501 E. MCBEE AVENUE SUITE 101 GREENVILLE, SC 29601 | $8K |
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 | 594 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 173 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 767 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | NORTHWESTERN MUTUAL LIFE INSURANCE | 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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.