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 2 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| JOHN HANCOCK LIFE & HEALTH INS CO. EIN 03-0367897 NONE | Direct payment from the plan; Insurance services Service code 23 | — | $595K |
| STATE STREET BANK & TRUST CO. EIN 04-1867445 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (directed); Custodial (securities) Service code 19 | — | $54K |
| CROWE LLP EIN 35-0921680 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| TOWERS WATSON EIN 23-1159360 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $22K |
| WINDMARK INVESTMENT PARTNERS INC EIN 20-0929412 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $15K |
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 | 104 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,406 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,510 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED HEALTHCARE | 2,510 | $86K |
| Life insurance(2 contracts, 2 carriers) | UNITED HEALTHCARE | 2,510 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,510 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.