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 3 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.
See commissions and fees for 3 broker rows. $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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 63-0103830 NONE | Claims processing Service code 12 | 450 RIVERCHASE PARKWAY BIRMINGHAM, AL 35244 | $349K |
| MARILYN EAVES EIN 63-0461410 EMPLOYEE | Employee (plan) Service code 30 | 3648 9TH AVENUE N STE 3 BIRMINGHAM, AL 35222 | $48K |
| POTTER, BRYANT & MOORE, PC EIN 63-0966970 NONE | Accounting (including auditing) Service code 10 | 234 AQUARIUS DR, STE 109 BIRMINGHAM, AL 35209 | $21K |
| HGK ASSET MANAGEMENT EIN 52-1296968 NONE | Investment management; Investment advisory (plan) Service code 27 | 525 WASHINGTON BLVD JERSEY CITY, NJ 07310 | $14K |
| MORGAN STANLEY SMITH BARNEY EIN 11-2418191 NONE | Investment advisory (plan); Investment management Service code 27 | P.O. BOX 608 NEW YORK, NY 10013 | $8K |
| THE SEGAL COMPANY EIN 13-2619259 NONE | Actuarial Service code 11 | 10740 N GESSNER SUITE 320 HOUSTON, TX 770641187 | $7K |
| QUINN CONNER WEAVER DAVIES & ROUCO EIN 45-1444874 NONE | Legal Service code 29 | TWO 20TH STREET N STE 930 BIRMINGHAM, AL 35203 | $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 | 434 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 41 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 475 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 1,295 | $71K |
| Life insurance | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 456 | $25K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 477 | $131K |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 456 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,295 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.