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 |
|---|---|---|---|
| ACRISURE EIN 92-3683970 NONE | Consulting (general); Insurance brokerage commissions and fees Service code 16 | — | $117K |
| UMR, INC. EIN 39-1995276 NONE | Claims processing; Other fees Service code 12 | — | $93K |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Other fees; Claims processing Service code 12 | — | $71K |
| DREXI RX EIN 46-4488538 NONE | Claims processing Service code 12 | — | $62K |
| ROBEIN, URANN, SPENCER, PICARD & CA EIN 72-0999672 NONE | Legal Service code 29 | — | $58K |
| MY BENEFITS ADMINISTRATOR, LLC EIN 99-0940151 NONE | Copying and duplicating; Contract Administrator Service code 13 | — | $56K |
| NATIONAL EMPLOYEE BENEFITS ADMINIST EIN 65-0498809 NONE | Copying and duplicating; Contract Administrator Service code 13 | — | $46K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 10 | — | $25K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 11-3658445 NONE | Investment advisory (plan); Direct payment from the plan; Securities brokerage; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other investment fees and expenses; Recordkeeping fees; Other fees; Other commissions Service code 15 | — | $12K |
| MEDEXPERT NONE | Claims processing Service code 12 | 1300 HANCOCK STREET REDWOOD CITY, CA 94063 | $10K |
| SOUTHERN ACTUARIAL SERVICES CO. INC EIN 58-2409046 NONE | Actuarial Service code 11 | — | $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 | 342 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 362 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 351 | $58K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 342 | $525K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 351 | — |
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.