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 |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Claims processing; Insurance services; Direct payment from the plan Service code 12 | — | $415K |
| WILLIAM C. EARHART EIN 93-0509592 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $300K |
| HARTNETT GLADNEY HETTERMAN EIN 43-1205253 NONE | Legal; Direct payment from the plan Service code 29 | — | $71K |
| BOND BEEBE, P.C. EIN 52-1044197 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $54K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $51K |
| ACROPOLIS INVESTMENT MANAGEMENT LLC EIN 32-0016216 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $39K |
| T.R. SWEENEY CONSULTING, LLC NONE | Insurance brokerage commissions and fees Service code 53 | 2027 N HILLRIDGE MESA, AZ 85207 | $33K |
| CHARLES SCHWAB EIN 42-1558009 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $4K |
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 | 1,296 | 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) | 1,296 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,155 | $249K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,155 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.