Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker compensation exceeds 5% of premium. This is a small-plan minimum fee or a costly broker setup that a competing bid can beat.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Tim Leake HealthRxDentalVisionStop-lossPPO | HealthRxDentalVisionStop-lossPPO | |
HealthRxStop-lossPPO | HealthRxStop-lossPPO |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 2 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 199 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 199 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PACE UNDERWRITERS / COMPANION LIFE INSURANCE | 199 | $493K |
| Dental | PACE UNDERWRITERS / COMPANION LIFE INSURANCE | 199 | $467K |
| Vision | PACE UNDERWRITERS / COMPANION LIFE INSURANCE | 199 | $467K |
| Prescription drug(2 contracts, 2 carriers) | PACE UNDERWRITERS / COMPANION LIFE INSURANCE | 199 | $493K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | PACE UNDERWRITERS / COMPANION LIFE INSURANCE | 199 | $493K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 199 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Pace Underwriters / Companion Life Insurance | |
Carrier: Pace Underwriters / Companion Life Insurance |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PACE UNDERWRITERS / COMPANION LIFE EIN 81-4888426 STOP LOSS INS CARRIER | Direct payment from the plan; Other services Service code 49 | 4120 INTERNATIONAL PKWY STE 2200 CARROLLTON, TX 75007 | $467K |
| GROUP BENEFIT SERVICES, INC. EIN 43-1770779 BROKER | Account maintenance fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Insurance agents and brokers; Claims processing; Insurance brokerage commissions and fees Service code 12 | 3810 E. SUNSHINE STREET, SUITE 200 SPRINGFIELD, MO 65809 | $144K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 STOP LOSS INS CARRIER | Direct payment from the plan; Other services Service code 49 | 29742 NETWORK PLACE CHICAGO, IL 60673 | $71K |
| TIM LEAKE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 3033 NW 63RD ST STE 208 EAST OKLAHOMA CITY, OK 73116 | $62K |
| DREXI, INC EIN 46-4488538 PPO NETWORK | Other services; Direct payment from the plan Service code 49 | 2700 N. CENTRAL AVE SUITE 1110 PHOENIX, AZ 85004 | $33K |
| MULTIPLAN, INC EIN 13-3068979 PPO NETWORK | Direct payment from the plan; Other services Service code 49 | PO BOX 29380 NEW YORK, NY 10087 | $31K |
| NOVANET, INC EIN 58-2106226 PPO NETWORK | Other services; Direct payment from the plan Service code 49 | 3500 PARKWAY LANE STE 440 NORCROSS, GA 30092 | $9K |
| AMERICAN HEALTH HOLDING INC EIN 31-1368946 MEDICAL REVIEW | Direct payment from the plan; Consulting (general) Service code 16 | PO BOX 360142 PITTSBURGH, PA 15250 | $7K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
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10 filings · 2016 to 2025