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 1 contract row 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 1 broker row. $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 |
|---|---|---|---|
| UBS GLOBAL ASSET MANAGEMENT EIN 36-3664388 N/A | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $98K |
| BANK OF NEW YORK MELLON EIN 13-5160382 N/A | Other fees; Direct payment from the plan; Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Float revenue Service code 21 | — | $54K |
| MELLON CAPITAL MANAGEMENT EIN 13-2614959 N/A | Direct payment from the plan; Investment management Service code 28 | — | $48K |
| LAZARD ASSET MANAGEMENT EIN 05-0530199 N/A | Direct payment from the plan; Investment management Service code 28 | — | $46K |
| NEWPORT GROUP EIN 59-3099288 N/A | Consulting (general); Insurance brokerage commissions and fees; Direct payment from the plan Service code 16 | — | $45K |
| OFI INSTITUTIONAL EIN 13-4160541 N/A | Investment management fees paid directly by plan; Investment management Service code 28 | — | $44K |
| TROUTMAN SANDERS LLP EIN 58-0946915 N/A | Legal; Direct payment from the plan Service code 29 | — | $23K |
| DEPRINCE, RACE & ZOLLO EIN 59-3299598 N/A | Direct payment from the plan; Investment management Service code 28 | — | $18K |
| HANCOCK BANK EIN 64-0169065 N/A | Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by plan Service code 21 | — | $10K |
| CAPFINANCIAL PARTNERS LLC EIN 26-0058143 N/A | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14,815 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 14,815 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 14,815 | $15.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,815 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.