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 |
|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, LLC EIN 65-1205077 ADMINISTRATOR | Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 14 | — | $99K |
| THE SEGAL COMPANY EIN 13-2619259 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | — | $42K |
| KSDT & CO, LLC EIN 26-0547877 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $17K |
| PHILLIPS, RICHARD & RIND, P.A. EIN 65-0765728 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $17K |
| UNITED MEMBERS INSURANCE, INC. EIN 59-3006151 INSURANCE AGENT | Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $9K |
| SEI INVESTMENT MANAGERS EIN 23-1707341 INVESTMENT MANAGER | Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 28 | — | $7K |
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 | 604 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 610 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 1,462 | $525K |
| Dental | AETNA LIFE INSURANCE CO. | 1,462 | $525K |
| Vision | AETNA LIFE INSURANCE CO. | 1,462 | $525K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 747 | $155K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,462 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.