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 pricingThe top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Stop-loss | Stop-loss |
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 | 134 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 134 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 134 | $376K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 134 | - |
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 |
|---|---|---|---|
| JAS D. COLLIER AND CO. INSURANCE BROKER | Other commissions; Insurance agents and brokers Service code 22 | 606 SOUTH MENDENHALL RD STE 200 MEMPHIS, TN 38117 | $58K |
| CONSOCIATE GROUP PLAN ADMINISTRATOR | Plan Administrator Service code 14 | P.O. BOX 1068 DECATUR, IL 62525 | $42K |
| CIGNA PPO FEE | Insurance services Service code 23 | 150 SOUTH STREET 2300 MINNEAPOLIS, MN 55402 | $35K |
| REYNOLDS BONE & GRIESBECK PLC EIN 62-0428728 AUDITOR | Accounting (including auditing) Service code 10 | 5100 WHEELIS DRIVE, STE 300 MEMPHIS, TN 38117 | $25K |
| MEDWATCH PATHWAYS UR FEE | Other insurance fees and expenses Service code 73 | 400 COLONIAL CENTER PKWY, STE 320 LAKE MARY, FL 32746 | $11K |
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.
2 contacts
11 filings · 2015 to 2025