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 4 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 4 broker rows. $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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF OKLAHOMA EIN 36-1236610 NONE | Claims processing; Direct payment from the plan; Other insurance fees and expenses; Recordkeeping fees Service code 12 | — | $216K |
| SHEET METAL WORKERS' LOCAL 270 EIN 73-0490789 RELATED PARTY | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan Administrator Service code 14 | — | $55K |
| IMA, INC. EIN 48-0805634 NONE | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | — | $55K |
| JERRY ENDSLEY, CPA NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 13 | 1863 N 105TH E AVE TULSA, OK 74116 | $49K |
| ROYLE VAZQUEZ LLP EIN 92-1092242 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $18K |
| RXBENEFITS, INC. EIN 63-1157085 NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | — | $15K |
| MERRILL LYNCH EIN 13-5674085 NONE | Investment management; Investment advisory (plan); Direct payment from the plan Service code 27 | — | $14K |
| 98POINT6 NONE | Other fees; Direct payment from the plan Service code 50 | 701 5TH AVE 2500 SEATTLE, WA 98104 | $9K |
| MED-LABS, LLC DBA PICMED WELLNESS EIN 26-3126651 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| MONAGHAN WARRICK KING EIN 88-1319795 NONE | Legal; Direct payment from the plan Service code 29 | — | $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 | 723 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 27 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 750 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 737 | $195K |
| Life insurance | DEARBORN LIFE INSURANCE COMPANY | 290 | $18K |
| Prescription drug | HUMANA INSURANCE COMPANY | 15 | $46K |
| Stop-loss / reinsurancereinsurance | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 727 | $744K |
| Other | DEARBORN LIFE INSURANCE COMPANY | 290 | $18K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 737 | — |
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 primary broker changed. The plan may take a second-look pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.