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 |
|---|---|---|---|
| LOCKTON INVESTMENTADVISORS, LLC EIN 20-8874282 ADVISOR | Accounting (including auditing) Service code 10 | — | $42K |
| FIDELITY INVESTMENTS INSTITUTIONAL EIN 04-2647786 RECORDKEEPER | Participant loan processing; Recordkeeping fees; Sub-transfer agency fees; Securities brokerage commissions and fees; Account maintenance fees Service code 37 | — | $23K |
| MILLIMAN EIN 91-0675641 OTHER SERVICES | Accounting (including auditing) Service code 10 | — | $18K |
| HARDYREED EIN 20-5400340 OTHER SERVICES | Investment advisory (participants) Service code 26 | — | $16K |
| GWYNN MANAGEMENT COMPANY EIN 58-1874273 OTHER SERVICES | Investment advisory (participants) Service code 26 | — | $10K |
| STRATEGIC ADVISORS, INC. EIN 04-2654524 ADVISOR | Investment advisory (plan) Service code 27 | — | $7K |
| GUSTAFSSON WEALTHMANAGEMENT, INC. EIN 20-3743481 OTHER SERVICES | Investment advisory (participants) Service code 26 | — | $1K |
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 | 545 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 189 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 6 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 744 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | NEW YORK LIFE INSURANCE COMPANY | 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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.