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 7 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 | Other services; Float revenue; Contract Administrator; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $409K |
| PIMCO N/A | Other services Service code 49 | 840 NEWPORT CENTER DRIVE, STE 100 NEWPORT BEACH, CA 92660 | $236K |
| STEGNER INVESTMENT ASSOCIATES N/A | Investment advisory (plan) Service code 27 | 233 BRECKENRIDGE LANE LOUISVILLE, KY 40207 | $55K |
| DEAN DORTON ALLEN FORD, PLLC EIN 27-3858252 N/A | Accounting (including auditing) Service code 10 | — | $41K |
| CVS-CAREMARK RX, LLC N/A | Other services Service code 49 | 1 CVS DRIVE WOONSOCKET, RI 02895 | $35K |
| KPMG EIN 13-5565207 N/A | Accounting (including auditing) Service code 10 | — | $18K |
| CIGNA HEALTH & LIFE INSURANCE COMP EIN 59-1031071 N/A | Non-monetary compensation; Direct payment from the plan; Float revenue; Contract Administrator; Other services; Claims processing; Participant communication; Named fiduciary Service code 12 | — | $12K |
| FROST BROWN TODD N/A | Legal Service code 29 | P.O. BOX 70087 LOUISVILLE, KY 402700087 | $8K |
| BUCK GLOBAL, LLC EIN 83-1116912 N/A | Actuarial Service code 11 | — | $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 | 521 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 708 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,229 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 457 | $97K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,598 | $1.1M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 521 | $107K |
| Stop-loss / reinsurancereinsurance | FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK | 555 | $399K |
| Other(3 contracts, 3 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,598 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,598 | — |
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.