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 5 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 | — | $696K |
| MYERS-STEVENS TOOHEY AND CO. INC. EIN 95-2637676 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $473K |
| REICH ADELL & CVITAN EIN 94-1205338 NONE | Legal; Direct payment from the plan Service code 29 | — | $157K |
| THE SEGAL COMPANY EIN 94-1050399 NONE | Consulting (general) Service code 16 | — | $79K |
| UBS NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 2029 CENTURY PARK EAST, ST 3000 LOS ANGELES, CA 90067 | $49K |
| VAVRINEK, TRINE, DAY & CO., LLP EIN 95-2648289 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $32K |
| ROBERT HALF NONE | Direct payment from the plan; Finders' fees / placement fees Service code 50 | 2884 SAND HILL ROAD MENLO PARK, CA 94025 | $17K |
| ROBERT FEINGLASS EIN 80-0231345 NONE | Legal; Direct payment from the plan Service code 29 | — | $13K |
| ASTRON SOLUTIONS NONE | Direct payment from the plan; Consulting (general) Service code 16 | 505 8TH AVE, STE 2200 NEW YORK, NY 10018 | $8K |
| PHARMACY SOLUTIONS EIN 47-0866096 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $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 | 59,919 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 59,919 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMAPNY OF NEW YORK - LIFE | 951 | $1.2M |
| Short-term disability | THE STANDARD INSURANCE COMPANY | 97 | $20K |
| Long-term disability(2 contracts) | STANDARD INSURANCE COMPANY | 20,825 | $4.9M |
| Other | RELIASTAR LIFE INSURANCE COMAPNY OF NEW YORK- AD&D | 454 | $716K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 20,825 | — |
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."
No prospect flags tripped on this filing.