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 | Participant communication; Other fees; Claims processing; Direct payment from the plan; Contract Administrator; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general) Service code 12 | — | $518K |
| EMPYREAN BENEFIT SOLUTIONS EIN 20-3029813 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan Service code 15 | — | $276K |
| WILLIS TOWERS WATSON EIN 26-0775680 PARTY-IN-INTEREST | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Claims processing; Direct payment from the plan Service code 12 | — | $82K |
| BOKF, NA DBA BANK OF OKLAHOMA EIN 73-0780382 PARTY-IN-INTEREST | Trustee (directed); Other services; Trustee (discretionary); Distribution (12b-1) fees; Shareholder servicing fees; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Other fees; Investment management; Investment advisory (plan); Named fiduciary; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $43K |
| GW&K INVESTMENT MANAGEMENT EIN 80-0250512 PARTY-IN-INTEREST | Soft dollars commissions; Named fiduciary; Investment management; Investment management fees paid directly by plan Service code 28 | — | $33K |
| MERCER INVESTMENT MANAGEMENT EIN 30-0282430 PARTY-IN-INTEREST | Other fees; Named fiduciary; Other services; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Consulting (general) Service code 16 | — | $30K |
| MCKINLEY CAPITAL MANAGEMENT, LLC EIN 92-0136349 PARTY-IN-INTEREST | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management; Named fiduciary; Soft dollars commissions Service code 28 | — | $21K |
| STATE STREET GLOBAL ADVISORTRUST CO EIN 81-4017137 PARTY-IN-INTEREST | Named fiduciary; Investment management; Soft dollars commissions; Securities brokerage; Investment management fees paid directly by plan Service code 28 | — | $14K |
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 | 3,774 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 118 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,892 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MINNESOTA LIFE INSURANCE COMPANY | 3,349 | $1.4M |
| Other | UNITED BEHAVIORAL HEALTH DBA OPTUM | 815 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,349 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.