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.
See commissions and fees for 1 broker row. $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 |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 PARTY-IN-INTEREST | Direct payment from the plan; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Participant communication; Other services; Other fees; Claims processing Service code 12 | — | $317K |
| EMPYREAN BENEFIT SOLUTIONS EIN 20-3029813 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Participant communication Service code 15 | — | $254K |
| EXTEND HEALTH EIN 26-0775680 PARTY-IN-INTEREST | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing Service code 12 | — | $84K |
| BOKF, NA DBA BANK OF OKLAHOMA EIN 73-0780382 PARTY-IN-INTEREST | Investment advisory (plan); Named fiduciary; Distribution (12b-1) fees; Trustee (bank, trust company, or similar financial institution); Investment management fees paid indirectly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Shareholder servicing fees; Trustee (directed); Other services; Other fees; Trustee (discretionary); Investment management Service code 15 | — | $54K |
| GW&K INVESTMENT MANAGEMENT EIN 80-0250512 PARTY-IN-INTEREST | Named fiduciary; Investment management; Soft dollars commissions; Investment management fees paid directly by plan Service code 28 | — | $36K |
| MERCER INVESTMENT MANAGEMENT EIN 30-0282430 PARTY-IN-INTEREST | Consulting (general); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Named fiduciary; Other fees; Other services Service code 16 | — | $29K |
| MCKINLEY CAPITAL MANAGEMENT, LLC EIN 92-0136349 PARTY-IN-INTEREST | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Named fiduciary; Securities brokerage commissions and fees Service code 28 | — | $20K |
| STATE STREET GLOBAL ADVISORTRUST CO EIN 81-4017137 PARTY-IN-INTEREST | Named fiduciary; Securities brokerage; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $13K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,614 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 118 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,732 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MINNESOTA LIFE INSURANCE COMPANY | 3,107 | $1.2M |
| Other | UNITED BEHAVIORAL HEALTH DBA OPTUM | 733 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,107 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.