Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Other | Other |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 6,741 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 16 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,000 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 63 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 7,820 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY EIN 42-0127290 CONTRACT ADMINISTRATOR | Recordkeeping fees; Participant loan processing; Direct payment from the plan; Contract Administrator Service code 13 | — | $653K |
| NEW ENGLAND PENSION CONSULTANTS INC EIN 04-2927339 INVESTMENT MANAGEMENT | Investment management; Direct payment from the plan Service code 28 | — | $148K |
| PRINCIPAL EIN 51-0099493 RECORDKEEPER/BOOKKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Investment advisory (participants); Direct payment from the plan Service code 15 | — | $87K |
| MORNINGSTAR INVESTMENT MANAGEMENT L EIN 36-4317381 INV ADV, PARTICIPANTS | Investment advisory (participants); Consulting fees Service code 26 | — | $0 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
3 contacts
10 filings · 2016 to 2025