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 | Non-monetary compensation; Direct payment from the plan; Contract Administrator; Claims processing; Named fiduciary; Participant communication; Float revenue; Other services Service code 12 | 3500 PIEDMONT ROAD STE 200 ATLANTA, GA 30305 | $7.9M |
| 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 | $506K |
| MORGAN STANLEY EIN 26-4310844 INVESTMENT ADVISORY | Other investment fees and expenses; Investment advisory (plan); Securities brokerage commissions and fees; Other services; Other fees; Direct payment from the plan; Securities brokerage; Custodial (securities) Service code 19 | 777 S FLAGLER DRIVE STE 900 WEST PALM BEACH, FL 33401 | $44K |
| STEVEN D. EISENBERG CPA, P,.A EIN 65-0140643 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | 13790 NW 4 STREET STE 100 SUNRISE, FL 33325 | $32K |
| 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 | $31K |
| EGAN, LEV, SWICA EIN 59-2936529 ATTORNEY | Legal; Direct payment from the plan Service code 29 | 231 EAST COLONIAL DRIVE ORLANDO, FL 32802 | $7K |
| BHA CONSULTING EIN 58-1910292 CONSULTANT | Actuarial; Direct payment from the plan Service code 11 | 5400 LAUREL SPRINGS PARKWAY 1306 SUWANEE, GA 30024 | $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 | 2,766 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 95 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,861 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $795K |
| Dental | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $795K |
| Vision | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $795K |
| Life insurance | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $795K |
| Prescription drug | CONNECTICUT GENERAL LIFE INSURANCE COMPANY | 0 | $795K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE CO | 0 | $608K |
| 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 rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.