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 5 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 9 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 |
|---|---|---|---|
| FISERV/ASGI EIN 31-1558779 NONE | Contract Administrator Service code 13 | — | $625K |
| PNC INSTITUTIONAL INVESTMENTS NONE | Investment advisory (plan) Service code 27 | 1900 E. 9TH STREET CLEVELAND, OH 44114 | $29K |
| DEAN DORTON ALLEN FORD, PLLC EIN 27-3858252 NONE | Accounting (including auditing) Service code 10 | — | $19K |
| WELLS FARGO EIN 56-1882208 NONE | Insurance agents and brokers Service code 22 | — | $17K |
| CENTRAL BANK EIN 31-1558779 NONE | Account maintenance fees Service code 65 | — | $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 | 7,343 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,343 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF KENTUCKY DBA ANTHEM BLUE CROSS AND BLUE SHIELD | 6,204 | $35.6M |
| Dental(2 contracts, 2 carriers) | ANTHEM HEALTH PLANS OF KENTUCKY DBA ANTHEM BLUE CROSS AND BLUE SHIELD | 6,204 | $36.2M |
| Vision | ANTHEM HEALTH PLANS OF KENTUCKY DBA ANTHEM BLUE CROSS AND BLUE SHIELD | 6,204 | $35.6M |
| Life insurance(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 1,454 | $346K |
| Short-term disability | UNION SECURITY INSURANCE COMPANY | 1,454 | $344K |
| Long-term disability | UNION SECURITY INSURANCE COMPANY | 1,454 | $344K |
| Other(2 contracts, 2 carriers) | UNION SECURITY INSURANCE COMPANY | 1,454 | $347K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,204 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.