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 2 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 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 |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE CO EIN 36-2739571 NONE | Claims processing Service code 12 | — | $167K |
| NATIONAL EMPLOYEE BENEFIT ADMINISTR EIN 65-0498809 NONE | Contract Administrator Service code 13 | — | $125K |
| LASSITERWARE BENEFIT CONSULTANTS EIN 59-1258855 NONE | Consulting (general) Service code 16 | — | $79K |
| PROCARE PHARMACY BENEFIT MANAGER EIN 58-2422694 NONE | Claims processing Service code 12 | — | $42K |
| VENABLE LAW FIRM EIN 58-1824267 NONE | Legal Service code 29 | — | $23K |
| PLUMBERS AND PIPEFITTERS LOCAL 123 RELATED LOCAL UNION | Other services Service code 49 | 3601 MCINTOSH RD DOVER, FL 33527 | $22K |
| MORGAN STANLEY SMITH BARNEY EIN 20-8764829 NONE | Other services; Investment advisory (plan); Other investment fees and expenses; Other commissions; Direct payment from the plan; Securities brokerage; Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Securities brokerage commissions and fees Service code 15 | — | $18K |
| LAUREL MOUNTAIN CONSULTING NONE | Consulting (general) Service code 16 | 2562 BRETON CT BUFORD, GA 30518 | $9K |
| DENNIS G JENKINS CPA LLC EIN 20-5886120 NONE | Accounting (including auditing) Service code 10 | — | $9K |
| MEDEXPERT INTERNATIONAL INC NONE | Claims processing Service code 12 | PO BOX 7550 MENLO PARK, CA 94026 | $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 | 460 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 460 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 456 | $41K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 491 | $228K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 491 | — |
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 primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.