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 2 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CIGNA EIN 06-0303370 CONTRACT ADMINIST | Claims processing; Contract Administrator; Named fiduciary; Float revenue; Participant communication; Other services; Direct payment from the plan; Non-monetary compensation Service code 12 | 3500 PIEDMONT ROAD STE 200 ATLANTA, GA 30305 | $664K |
| SOUTHERN BENEFIT ADMINISTRATORS EIN 62-1116095 CONTRACT ADMINIST | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | P.O.BOX 1449 GOODLETTSVILLE, TN 37070 | $403K |
| MORGAN STANLEY EIN 26-4310844 INVESTMENT ADVISORY | Custodial (securities); Direct payment from the plan; Other fees; Other services; Other investment fees and expenses; Securities brokerage commissions and fees; Securities brokerage; Investment advisory (plan) Service code 19 | 777 S FLAGLER DRIVE STE 900 WEST PALM BEACH, FL 33401 | $54K |
| STEVEN D. EISENBERG CPA, P,.A EIN 65-0140643 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | 13790 NW 4 STREET STE 100 SUNRISE, FL 33325 | $30K |
| W ERIC VENABLE PA EIN 59-1824869 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 7402 N 56TH STREET 380 TAMPA, FL 33610 | $29K |
| WITHERS BENEFIT CONSULTANTS EIN 59-3309390 CONSULTANT | Direct payment from the plan; Consulting (general) Service code 16 | P.O. BOX 9 SAN ANTONIO, FL 33576 | $29K |
| BHA CONSULTING EIN 58-1910292 CONSULTANT | Actuarial; Direct payment from the plan Service code 11 | 5400 LAUREL SPRINGS PARKWAY 1306 SUWANEE, GA 30024 | $7K |
| LEE H. BESSELL EIN 65-0470827 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 8697 WELLINGTON VIEW DRIVE WEST PALM BEACH, FL 33411 | $6K |
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 | 2,590 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 82 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,672 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $664K |
| Dental | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $664K |
| Vision | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $664K |
| Life insurance | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $664K |
| Prescription drug | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $664K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE CO | 2,753 | $963K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,753 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.