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 1 contract row 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 | Claims processing; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Other fees; Direct payment from the plan; Contract Administrator; Participant communication Service code 12 | — | $386K |
| EMPYREAN BENEFIT SOLUTIONS EIN 20-3029813 PARTY-IN-INTEREST | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $262K |
| WILLIS TOWERS WATSON EIN 26-0775680 PARTY-IN-INTEREST | Participant communication; Claims processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $81K |
| BOKF, NA DBA BANK OF OKLAHOMA EIN 73-0780382 PARTY-IN-INTEREST | Shareholder servicing fees; Investment management fees paid indirectly by plan; Named fiduciary; Distribution (12b-1) fees; Trustee (discretionary); Trustee (directed); Other services; Other fees; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution); Investment advisory (plan) Service code 15 | — | $44K |
| GW&K INVESTMENT MANAGEMENT EIN 80-0250512 PARTY-IN-INTEREST | Named fiduciary; Investment management fees paid directly by plan; Investment management Service code 28 | — | $35K |
| MERCER INVESTMENTS LLC EIN 30-0282430 PARTY-IN-INTEREST | Investment management fees paid directly by plan; Named fiduciary; Consulting (general); Other fees; Other services Service code 16 | — | $31K |
| MCKINLEY CAPITAL MANAGEMENT, LLC EIN 36-7007185 PARTY-IN-INTEREST | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Soft dollars commissions; Investment management; Named fiduciary Service code 28 | — | $21K |
| STATE STREET GLOBAL ADVISORTRUST CO EIN 81-4017137 PARTY-IN-INTEREST | Named fiduciary; Investment management; Investment management fees paid directly by plan Service code 28 | — | $15K |
| UNITED BEHAVIORAL HEALTH DBA OPTUM EIN 94-2649097 PARTY-IN-INTEREST | Other services; Direct payment from the plan; Other fees; Plan Administrator; Claims processing Service code 12 | — | $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 | 4,081 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 132 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,213 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | MINNESOTA LIFE INSURANCE COMPANY | 3,606 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,606 | — |
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.