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 |
|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMINIST EIN 65-0498809 NONE | Contract Administrator Service code 13 | — | $130K |
| LASSITER WARE EIN 59-1258855 NONE | Insurance brokerage commissions and fees Service code 53 | — | $112K |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Claims processing Service code 12 | — | $100K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Contract Administrator; Direct payment from the plan; Other services; Float revenue; Non-monetary compensation; Named fiduciary; Participant communication; Claims processing Service code 12 | — | $75K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $17K |
| PROCARE PHARMACY BENEFIT MANAGER EIN 58-2422694 NONE | Claims processing Service code 12 | — | $16K |
| MORGAN STANLEY EIN 20-8764829 NONE | Other investment fees and expenses; Investment advisory (plan); Securities brokerage; Securities brokerage commissions and fees; Direct payment from the plan Service code 27 | — | $6K |
| LAW OFFICE OF THOMAS JOHNSON, P.A. EIN 59-3519587 NONE | Legal Service code 29 | — | $5K |
| 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 | 375 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 36 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 411 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 416 | $416K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 416 | — |
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.