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 4 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 |
|---|---|---|---|
| ARORX SAVINGS NONE | Other services Service code 49 | 620 SOUTH LAKE STREET MARQUETTE, MI 49855 | $260K |
| UNITED HEALTHCARE EIN 36-2739571 NONE | Claims processing Service code 12 | — | $149K |
| NATIONAL EMPLOYEE BENEFITS ADMINIST EIN 65-0498809 NONE | Contract Administrator Service code 13 | — | $114K |
| LASSITER WARE EIN 59-1258855 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $112K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| PROCARE PHARMACY BENEFIT MANAGER EIN 58-2422694 NONE | Claims processing Service code 12 | — | $15K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 20-8764829 NONE | Investment advisory (plan); Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other commissions; Securities brokerage; Other investment fees and expenses; Direct payment from the plan; Recordkeeping fees; Other fees Service code 15 | — | $12K |
| 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 | 329 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 353 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 367 | $61K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 330 | $433K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 367 | — |
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.