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 5 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 120 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 |
|---|---|---|---|
| AMERICAN SPECIALTY HEALTH EIN 33-0571188 NONE | Non-monetary compensation; Contract Administrator; Named fiduciary; Direct payment from the plan; Participant communication; Float revenue; Other services; Claims processing Service code 12 | — | $0 |
| AMPLIFON HEARING HEALTHCARE EIN 85-0437037 NONE | Contract Administrator; Claims processing; Non-monetary compensation; Direct payment from the plan; Participant communication; Named fiduciary; Float revenue; Other services Service code 12 | — | $0 |
| BANK OF AMERICA EIN 94-1687665 NONE | Claims processing; Float revenue; Named fiduciary; Other services; Non-monetary compensation; Direct payment from the plan; Contract Administrator; Participant communication Service code 12 | — | $0 |
| CASLIGHT HEALTH EIN 26-1989091 NONE | Named fiduciary; Non-monetary compensation; Other services; Contract Administrator; Direct payment from the plan; Claims processing; Float revenue; Participant communication Service code 12 | — | $0 |
| CITI BANK NA (CHLIC CORE DEPOSITS) EIN 59-1031071 NONE | Other services; Direct payment from the plan; Float revenue; Participant communication; Named fiduciary; Non-monetary compensation; Claims processing; Contract Administrator Service code 12 | — | $0 |
| CITIBANK NA EIN 13-5266470 NONE | Non-monetary compensation; Contract Administrator; Named fiduciary; Direct payment from the plan; Participant communication; Float revenue; Other services; Claims processing Service code 12 | — | $0 |
| CITIBANK NA (OMNIBUS) EIN 13-5266470 NONE | Direct payment from the plan; Participant communication; Named fiduciary; Non-monetary compensation; Contract Administrator; Claims processing; Other services; Float revenue Service code 12 | — | $0 |
| DEUTSCHE BANK EIN 13-4941247 NONE | Participant communication; Direct payment from the plan; Contract Administrator; Claims processing; Named fiduciary; Non-monetary compensation; Other services; Float revenue Service code 12 | — | $0 |
| FIT FOR LIFE EIN 38-3983812 NONE | Named fiduciary; Non-monetary compensation; Claims processing; Participant communication; Float revenue; Other services; Direct payment from the plan; Contract Administrator Service code 12 | — | $0 |
| JPMORGAN CHASE EIN 13-4994650 NONE | Participant communication; Float revenue; Named fiduciary; Direct payment from the plan; Other services; Contract Administrator; Claims processing; Non-monetary compensation Service code 12 | — | $0 |
| LIVONGO EIN 26-3542036 NONE | Other services; Float revenue; Contract Administrator; Named fiduciary; Participant communication; Direct payment from the plan; Claims processing; Non-monetary compensation Service code 12 | — | $0 |
| OMADA HEALTH, INC. EIN 45-2355015 NONE | Claims processing; Non-monetary compensation; Contract Administrator; Other services; Participant communication; Float revenue; Named fiduciary; Direct payment from the plan Service code 12 | — | $0 |
| SAGAMORE NETWORK HOSPITAL NONE | Contract Administrator; Participant communication; Non-monetary compensation; Other services; Claims processing; Direct payment from the plan; Float revenue; Named fiduciary Service code 12 | 11595 N MERIDIAN ST 600 CARMEL, IN 46032 | $0 |
| VISON SERVICE PLAN EIN 06-1227840 NONE | Participant communication; Contract Administrator; Claims processing; Non-monetary compensation; Named fiduciary; Float revenue; Other services; Direct payment from the plan Service code 12 | — | $0 |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.2M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.5M |
| Vision | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.2M |
| Life insurance(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 633 | $893K |
| Short-term disability | AFLAC | 44 | $0 |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 633 | $816K |
| Prescription drug | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 679 | $1.2M |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 633 | $893K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 679 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The final-filing indicator is set. The plan is winding down. Skip it for sales.