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 5 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SUMMIT FINANCIAL GROUP EIN 73-1324497 ADMINISTRATION | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $49K |
| SHEET METAL WORKERS LOCAL 270 EIN 73-0490789 LOCAL UNION | Direct payment from the plan; Other services; Accounting (including auditing) Service code 10 | — | $38K |
| BHA CONSULTING LLC EIN 58-1910292 CONSULTING | Accounting (including auditing); Other services; Direct payment from the plan Service code 10 | — | $25K |
| MONAGHAN & ASSOCIATES, PC EIN 73-1462892 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $24K |
| MERRILL LYNCH EIN 13-5674085 INVESTMENT MANAGEMENT | Investment advisory (plan); Custodial (securities); Investment management Service code 19 | — | $11K |
| BRYAN, LITTLE, HALEY & KENT PC EIN 73-0941849 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $9K |
| UBS FINANCIAL SERVICES INC EIN 13-2638166 INVESTMENT MANAGEMENT | Account maintenance fees; Securities brokerage commissions and fees; Other fees; Investment advisory (plan); Distribution (12b-1) fees Service code 27 | — | $6K |
| UNION INSURANCE GROUP EIN 36-4226088 BONDING | Insurance services Service code 23 | — | $4K |
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 | 129 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 26 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 155 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 426 | $1.6M |
| Dental | BLUE CROSS BLUE SHIELD OKLAHOMA | 428 | $122K |
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 149 | $9K |
| Long-term disability | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 149 | $9K |
| Prescription drug | ENVISIONRX | 441 | $532K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE CO. | 139 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 441 | — |
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.
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.