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 2 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 |
|---|---|---|---|
| XEROX EIN 32-0293031 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $1.1M |
| UBS EIN 36-3664388 PARTY-IN-INTEREST | Investment management Service code 28 | — | $805K |
| HARVEY WATT AND CO. EIN 58-1873472 CLAIMS PROCESSING | Claims processing; Contract Administrator Service code 12 | — | $614K |
| VERUS INVESTORS EIN 45-5344097 CONSULTANT | Consulting (general) Service code 16 | — | $525K |
| GUGGENHEIM PARTNERS EIN 80-0644053 PARTY-IN-INTEREST | Investment management Service code 28 | — | $308K |
| MONDRIAN INV. PARTNERS LTD EIN 98-0117968 PARTY-IN-INTEREST | Investment management Service code 28 | — | $255K |
| COPPER ROCK CAPITAL EIN 75-3179897 PARTY-IN-INTEREST | Investment management Service code 28 | — | $190K |
| BRANDES INVESTMENT PARTNERS LP EIN 33-0704072 PARTY-IN-INTEREST | Investment management Service code 28 | — | $150K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 PARTY-IN-INTEREST | Investment management Service code 28 | — | $129K |
| SANDS CAPITAL MANAGEMENT EIN 20-2830751 PARTY-IN-INTEREST | Investment management Service code 28 | — | $123K |
| WELLINGTON MANAGEMENT COMPANY EIN 47-1167553 PARTY-IN-INTEREST | Investment management Service code 28 | — | $98K |
| KAYNE ANDERSON RUDNICK INVEST. MGMT EIN 95-4575414 PARTY-IN-INTEREST | Investment management Service code 28 | — | $81K |
| ARGA INVESTMENT MANAGEMENT, LP EIN 27-2341610 PARTY-IN-INTEREST | Investment management Service code 28 | — | $51K |
| GMO EIN 04-2691242 PARTY-IN-INTEREST | Investment management Service code 28 | — | $50K |
| LMCG INVESTMENTS EIN 27-0282607 PARTY-IN-INTEREST | Investment management Service code 28 | — | $48K |
| LEE MUNDER EIN 27-0282607 PARTY-IN-INTEREST | Investment management Service code 28 | — | $46K |
| WILLIS TOWERS WATSON EIN 23-1159360 ACTUARY | Actuarial Service code 11 | — | $36K |
| JP MORGAN CHASE EIN 13-4994650 PARTY-IN-INTEREST | Other fees; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $22K |
| FRAZIER & DEETER, LLC. EIN 58-1433845 AUDITOR | Accounting (including auditing) Service code 10 | — | $21K |
| SEGAL ROGERSCASEY EIN 03-0393028 PARTY-IN-INTEREST | Investment advisory (plan) Service code 27 | — | $6K |
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 | 12,171 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,938 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 17,109 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 19,192 | $7.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 19,192 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole 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.