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.
See commissions and fees for 1 broker row. $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 |
|---|---|---|---|
| STANLEY BENEFIT SERVICES EIN 20-4006400 NONE | Sub-transfer agency fees; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Participant communication; Account maintenance fees; Consulting (general); Participant loan processing; Recordkeeping fees; Other fees; Direct payment from the plan Service code 15 | — | $88K |
| LPL HOLDINGS INC. EIN 04-3046611 NONE | Participant communication; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $55K |
| MIDATLANTIC TRUST CO. EIN 27-3169253 NONE | Direct payment from the plan; Shareholder servicing fees; Other fees; Trustee (bank, trust company, or similar financial institution); Custodial (other than securities); Trustee (directed); Custodial (securities) Service code 18 | — | $38K |
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 | 969 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 121 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 131 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 1 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,222 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MASS MUTUAL LIFE INS COMPANY | 2 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2 | — |
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.