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 |
|---|---|---|---|
| KATHY WOMACK EIN 58-2126333 EMPLOYEE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Employee (plan); Participant communication; Direct payment from the plan Service code 15 | — | $114K |
| RENATE GRAY EIN 58-2126333 EMPLOYEE | Direct payment from the plan; Employee (plan); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $104K |
| MILA MANAGED HEALTH CARE TRUST FUND AFFILIATED INSURANCE | Insurance services; Direct payment from the plan; Participant communication; Claims processing Service code 12 | 111 BROADWAY, 5TH FLOOR NEW YORK, NY 10006 | $71K |
| JUDY BALLARD EIN 58-2126333 EMPLOYEE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Employee (plan); Participant communication; Direct payment from the plan Service code 15 | — | $50K |
| MARLENE PAK-SMITH EIN 58-2126333 EMPLOYEE | Direct payment from the plan; Employee (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $50K |
| TJS DEEMER DANA LLP EIN 58-2663273 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | P O BOX 9706 SAVANNAH, GA 31412 | $24K |
| J&M EXECUTIRE LEASING EIN 45-4804558 VENDOR | Copying and duplicating; Direct payment from the plan Service code 36 | — | $9K |
| DUKE ENERGY PROGRESS UTILITY VENDOR | Other services; Direct payment from the plan Service code 49 | P O BOX 1771 RALEIGH, NC 27602 | $6K |
| INTNL FOUNDATION OF EMPLOYEE BENEFI BENEFIT INFO PROVIDER | Other services; Direct payment from the plan Service code 49 | P O BOX 68-9952 MILWAUKEE, WI 53268 | $6K |
| TIME WARNER CABLE UTILITY VENDOR | Direct payment from the plan; Other services Service code 49 | P O BOX 70872 CHARLOTTE, NC 28272 | $6K |
| FINDLEY DAVIS EIN 34-1213174 ACTUARY | Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Actuarial; Direct payment from the plan Service code 11 | 800 GREEN VALLEY ROAD GREENSBORO, NC 27408 | $5K |
| LINDA SIMMONS BUILDING CUSTODIAN | Direct payment from the plan; Other services Service code 49 | 612 SOUTH 17TH STREET WILMINGTON, NC 28402 | $5K |
| BLANKS BROS HOME IMPROVEMENT COMPAN CONSTRUCTION CONTRACTOR | Direct payment from the plan; Other services Service code 49 | 226 WALLINGTON ROAD WILMINGTON, NC 28409 | $5K |
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 | 262 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 217 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 479 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 457 | $195K |
| Other | RELIASTAR LIFE INSURANCE COMPANY | 457 | $195K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 457 | — |
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 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.