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 6 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 6 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 |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. EIN 35-0781558 N/A | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Other services; Float revenue Service code 12 | — | $295K |
| STEGNER INVESTMENT ASSOCIATES N/A | Investment advisory (plan) Service code 27 | 233 BRECKENRIDGE LANE LOUISVILLE, KY 40207 | $88K |
| PIMCO N/A | Other services Service code 49 | 840 NEWPORT CENTER DRIVE, STE 100 NEWPORT BEACH, CA 92660 | $82K |
| FROST BROWN TODD N/A | Legal Service code 29 | P.O. BOX 70087 LOUISVILLE, KY 402700087 | $69K |
| UNITED HEALTHCARE SERVICES LLC EIN 41-1289245 N/A | Other services; Claims processing Service code 12 | — | $38K |
| DEAN DORTON ALLEN FORD, PLLC EIN 27-3858252 N/A | Accounting (including auditing) Service code 10 | — | $36K |
| CVS-CAREMARK RX, LLC N/A | Other services Service code 49 | 1 CVS DRIVE WOONSOCKET, RI 02895 | $17K |
| KPMG EIN 13-5565207 N/A | Accounting (including auditing) Service code 10 | — | $16K |
| NORTHERN TRUST CORPORATION N/A | Contract Administrator Service code 13 | 50 SOUTH LA SALLE STREET CHICAGO, IL 60603 | $13K |
| CIGNA HEALTH & LIFE INSURANCE COMP EIN 59-1031071 N/A | Participant communication; Float revenue; Named fiduciary; Direct payment from the plan; Other services; Contract Administrator; Claims processing; Non-monetary compensation Service code 12 | — | $12K |
| BUCK GLOBAL, LLC N/A | Actuarial Service code 11 | P.O. BOX 207640 DALLAS, TX 753207640 | $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 | 498 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 741 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,239 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 435 | $94K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,591 | $1.2M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 498 | $166K |
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE CO OF NY | 570 | $472K |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,591 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,591 | — |
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.