See 3 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 2 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $1.8M |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $86K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $60K |
| MERCER HUMAN RESOURCE CONSULTING EIN 13-2834414 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $40K |
| INNOVATIVE LEGAL SOLUTIONS EIN 76-0739552 NONE | Direct payment from the plan; Other services Service code 49 | — | $14K |
| THOMPSON & REUTERS (TAX & ACCT) INC EIN 75-1297386 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $13K |
| FIDELITY CONSULTING EIN 04-2647786 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $9K |
| ERNST & YOUNG LLP EIN 34-6565596 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
| BANK OF OKLAHOMA, N.A. EIN 73-0780382 NONE | Trustee (bank, trust company, or similar financial institution); Direct payment from the plan Service code 21 | — | $6K |
| QUESTMARK INFORMATION MANAGEMENT EIN 76-0408235 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
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 | 1,293 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 214 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,507 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 1,308 | $403K |
| Life insurance | SECURIAN LIFE INSURANCE COMPANY | 2,759 | $728K |
| Other | SECURIAN LIFE INSURANCE COMPANY | 881 | $88K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,759 | — |
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.