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 |
|---|---|---|---|
| BOURGEOIS BENNETT LLC EIN 72-1036870 OTHER SERVICES | Other services Service code 49 | — | $19K |
| GUSTAFSSON WEALTH MANAGEMENT, INC. OTHER SERVICES | Recordkeeping fees; Other fees; Consulting (general); Investment advisory (participants) Service code 16 | 12345 CLAIRMONTE AVE. ALPHARETTA, GA 30009 | $16K |
| LOCKTON INVESTMENT EIN 20-8874282 ACCOUNTANT/AUDITOR | Accounting (including auditing) Service code 10 | — | $13K |
| MILLIMAN, INC. EIN 91-0675641 INVESTMENT ADVISOR | Consulting (pension); Investment advisory (plan) Service code 17 | — | $12K |
| HARDY REED, LLC EIN 20-5400340 INVESTMENT ADVISOR | Accounting (including auditing); Investment advisory (participants) Service code 10 | — | $11K |
| RAYMOND JAMES EIN 59-1237041 OTHER SERVICES | Investment advisory (participants); Other fees Service code 26 | — | $8K |
| FIDELITY INVESTMENTS INSTITUTIONAL EIN 04-2647786 RECORDKEEPER | Recordkeeping fees; Account maintenance fees; Sub-transfer agency fees; Participant loan processing; Securities brokerage commissions and fees Service code 37 | — | -$42K |
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 | 567 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 151 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 3 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 722 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | NORTHWESTERN MUTUAL | 1 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.