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 14 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 18 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 |
|---|---|---|---|
| BELK STORES SERVICES, INC. EIN 56-0616731 PLAN SPONSOR | Plan Administrator Service code 14 | — | $5.8M |
| UNITED HEALTHCARE SERVICES EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $3.4M |
| TOWERS WATSON EIN 13-1159360 ACTUARY | Actuarial Service code 11 | — | $161K |
| JELLY VISION ONLINE BENEFITS SERVICE | Other fees Service code 99 | 848 W. EASTMAN STREET CHICAGO, IL 60642 | $99K |
| DEMKIN PRINTING NONE | Copying and duplicating Service code 36 | P.O. BOX 4054 WARREN, NJ 07059 | $65K |
| MERCER NONE | Consulting (general) Service code 16 | 100 N. TYRON ST. SUITE 3600 CHARLOTTE, NC 28202 | $27K |
| DIXON HUGHES GOODMAN LLP EIN 56-0747981 AUDITOR | Accounting (including auditing) Service code 10 | — | $17K |
| STATE STREET CORPORATION EIN 04-1864775 DIRECTED TRUSTEE/CUST | Investment management; Float revenue; Non-monetary compensation; Trustee (directed); Other fees Service code 25 | — | $11K |
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 | 23,439 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 137 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 23,576 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,849 | $1.1M |
| Dental | AMERITAS LIFE INSURANCE CORP. | 3,161 | $431K |
| Vision | UNITED HEALTHCARE SERVICES, INC. | 6,816 | $669K |
| Life insurance(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 12,952 | $3.4M |
| Short-term disability(2 contracts) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 11,520 | $384K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 2,701 | $1.3M |
| Other(3 contracts, 3 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 23,439 | $579K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 23,439 | — |
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.