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 1 broker row. $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 | Other fees; Claims processing Service code 12 | — | $318K |
| NATIONAL EMPLOYEE BENEFIT ADMINISTR EIN 65-0498809 NONE | Other services; Plan Administrator; Copying and duplicating; Contract Administrator; Participant communication Service code 13 | — | $149K |
| DREXI RX EIN 46-4488538 NONE | Claims processing; Contract Administrator Service code 12 | — | $99K |
| ACRISURE SW PARTNERS INSUR SERVICES EIN 92-3683970 NONE | Consulting (general) Service code 16 | — | $95K |
| PLUMBERS AND PIPEFITTERS LOCAL 123 RELATED LOCAL UNION | Other services Service code 49 | 3601 MCINTOSH RD DOVER, FL 33527 | $29K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing) Service code 10 | — | $24K |
| VENABLE LAW FIRM EIN 59-1824867 NONE | Legal Service code 29 | — | $24K |
| MEDEXPERT INTERNATIONAL INC EIN 94-3360248 NONE | Other services Service code 49 | — | $23K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE | Securities brokerage commissions and fees; Custodial (securities); Other investment fees and expenses; Other commissions; Securities brokerage; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Investment advisory (plan) Service code 15 | — | $22K |
| TOP DRAWER, INC. EIN 59-1550960 NONE | Copying and duplicating; Other services Service code 36 | — | $16K |
| HORIZON ACTUARIAL SERVICES LLC EIN 26-1370698 NONE | Actuarial Service code 11 | — | $10K |
| TRUIST BANK NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 214 NORTH TRYON STREET CHARLOTTE, NC 28202 | $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 | 546 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 546 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 556 | $62K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 559 | $346K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 559 | — |
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."
No prospect flags tripped on this filing.