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 7 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 |
|---|---|---|---|
| PORAC EIN 23-7077256 PARTY IN INTEREST | Plan Administrator; Direct payment from the plan Service code 14 | — | $677K |
| MYERS-STEVENS TOOHEY & CO INC EIN 95-2637676 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $432K |
| TRUCKER HUSS EIN 94-3216063 NONE | Legal; Direct payment from the plan Service code 29 | — | $62K |
| THE SEGAL COMPANY EIN 94-1050399 NONE | Consulting (general); Insurance brokerage commissions and fees; Direct payment from the plan Service code 16 | — | $32K |
| REICH ADELL & CVITAN EIN 94-1205338 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| HEMMING MORSE EIN 30-0702322 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $26K |
| HALBERT HARGROVE EIN 33-0804608 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $18K |
| ROBERT FEINGLASS EIN 80-0231345 NONE | Legal; Direct payment from the plan Service code 29 | — | $14K |
| DAMON KURTZ EIN 68-6068469 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $14K |
| WILLIAM DANIELS EIN 68-6068469 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $9K |
| RUSTY REA EIN 68-6068469 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $7K |
| SPINELLI & DONALD EIN 68-6068469 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $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 | 66,710 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 66,710 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMAPNY OF NEW YORK | 9,803 | $1.2M |
| Long-term disability | STANDARD INSURANCE COMPANY | 19,070 | $2.7M |
| Other | RELIASTAR LIFE INSURANCE COMAPNY | 566 | $585K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 19,070 | — |
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.