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 4 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 |
|---|---|---|---|
| IBT HEALTH PLAN EIN 68-6068469 RELATED PLAN | Direct payment from the plan; Employee (plan) Service code 30 | — | $715K |
| MYERS-STEVENS TOOHEY AND CO INC EIN 95-2637676 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $465K |
| WAGNER LAW GROUP EIN 04-3323315 NONE | Legal; Direct payment from the plan Service code 29 | — | $102K |
| SHAW LAW GROUP EIN 81-3216368 NONE | Legal; Direct payment from the plan Service code 29 | — | $59K |
| UBS EIN 13-2638166 NONE | Investment advisory (plan); Custodial (securities); Direct payment from the plan Service code 19 | — | $42K |
| THE SEGAL COMPANY EIN 94-1050399 NONE | Actuarial; Consulting (general); Direct payment from the plan Service code 11 | — | $38K |
| BENESYS EIN 38-2383170 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $37K |
| EIDE BAILLY EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| ROBERT HALF EIN 94-1648752 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $25K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees Service code 53 | — | $17K |
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 | 61,855 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9,102 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 70,957 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 37,507 | $1.9M |
| Long-term disability(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 22,400 | $4.9M |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 37,507 | $2.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 37,507 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.