See 1 carrier contract with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 1 broker row with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| KATHY WOMACK EIN 58-2126333 EMPLOYEE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Direct payment from the plan; Participant communication; Employee (plan) Service code 12 | — | $154K |
| MILA MANAGED HEALTH CARE TRUST FUND EIN 13-3968546 AFFILIATED INSURANCE | Participant communication; Direct payment from the plan; Insurance services; Claims processing Service code 12 | 111 BROADWAY, 5TH FLOOR NEW YORK, NY 10006 | $138K |
| 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 | — | $52K |
| JUDY BALLARD EIN 58-2126333 EMPLOYEE | Employee (plan); Direct payment from the plan; Claims processing Service code 12 | — | $51K |
| FINDLEY DAVIS EIN 34-1213174 ACTUARY AND CONSULTANT | Actuarial; Direct payment from the plan; Consulting (general) Service code 11 | 800 GREEN VALLEY ROAD GREENSBORO, NC 27408 | $29K |
| EBERTS & HARRISON, INC. INSURANCE VENDOR | Insurance agents and brokers; Direct payment from the plan Service code 22 | 1604 RIDGESIDE DR. 203 MOUNT AIRY, MD 21771 | $27K |
| TJS DEEMER DANA LLP EIN 58-2663273 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | 118 PARK OF COMMERCE DR SAVANNAH, GA 31405 | $20K |
| J&M EXECUTIVE LEASING EIN 45-4804558 VENDOR | Copying and duplicating; Direct payment from the plan Service code 36 | PO BOX 911608 DENVER, CO 802911608 | $8K |
| ATLANTIC COMPUTER SERVICES IT VENDOR | Direct payment from the plan; Other services Service code 49 | PO BOX 7834 WILMINGTON, NC 28406 | $6K |
| LINDA SIMMONS JANITORIAL VENDOR | Direct payment from the plan; Other services Service code 49 | 807 BLADIN STREET WILMINGTON, NC 28401 | $6K |
| NEW HANOVER COUNTY TAX OFFICE PROPERTY TAX VENDOR | Direct payment from the plan; Other services Service code 49 | P.O. BOX 58007 CHARLOTTE, NC 28258 | $5K |
| DUKE ENERGY PROGRESS UTILITY VENDOR | Direct payment from the plan; Other services Service code 49 | P O BOX 1771 RALEIGH, NC 27602 | $5K |
| RONALD SMITH MAINTENANCE VENDOR | Direct payment from the plan; Other services Service code 49 | 524 PONDEROSA LANE WILMINGTON, NC 28409 | $5K |
| CHARTER COMMUNICATIONS UTLITY VENDOR | Other services; Direct payment from the plan Service code 49 | P.O. BOX 4617 CAROL STREAM, IL 60197 | $5K |
| ROCKHILL SERVICES, INC. CONSTRUCTION VENDOR | Direct payment from the plan; Other services Service code 49 | 811 CAMPBELL ST. WILMINGTON, NC 28401 | $5K |
| WELLS FARGO BANK, N.A. EIN 94-1347393 TRUSTEE/CUSTODIAN | Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Direct payment from the plan Service code 21 | NW 5159 PO BOX 1450 MINNEAPOLIS, MN 554855159 | $2K |
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 | 308 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 192 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 432 | $289K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 432 | $289K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 432 | — |
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.