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 3 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 HEATHCARE SHARED SERVICES EIN 41-1289245 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $108K |
| NATIONAL EMPLOYEE BENEFITS ADMIN. EIN 65-0498809 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $65K |
| LASSITER-WARE INC. EIN 59-1258855 NONE | Consulting (general); Insurance agents and brokers Service code 16 | — | $53K |
| KARPUS INVESTMENT MANAGEMENT EIN 16-1290558 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $51K |
| GRAIL, LLC EIN 86-3673636 NONE | Direct payment from the plan; Other services Service code 49 | — | $43K |
| U.A. OF JOURNEYMEN & 295 PPF EIN 59-0488966 RELATED ORGANIZATION | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $33K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $24K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Claims processing; Direct payment from the plan Service code 12 | 1300 HANCOCK STREET REDWOOD CITY, CA 94063 | $13K |
| TELADOC HEALTH, INC. EIN 04-3705970 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $11K |
| RIGHTWAY HEALTHCARE EIN 82-0865206 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $9K |
| PENSION FUND EVALUATIONS INC. EIN 11-2503982 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $6K |
| JOHNSON & CAGGIA LAW GROUP, PA EIN 59-3519587 NONE | Legal; Direct payment from the plan Service code 29 | — | $6K |
| PART D ADVISORS, INC. EIN 20-2595200 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| SOUTHERN ACTUARIAL SERVICES EIN 58-2409046 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $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 | 252 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 52 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 304 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH & LIFE INSURANCE CO | 71 | $141K |
| Life insurance | 5 STAR LIFE INSURANCE COMPANY | 294 | $43K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INS. CO. | 252 | $496K |
| Other | 5 STAR LIFE INSURANCE COMPANY | 294 | $43K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 294 | — |
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 broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.