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 |
|---|---|---|---|
| SHEET METAL WORKERS LOCAL 270 EIN 73-0490789 LOCAL UNION | Direct payment from the plan; Other services; Accounting (including auditing) Service code 10 | — | $46K |
| SUMMIT FINANCIAL GROUP EIN 73-1324497 ADMINISTRATION | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Direct payment from the plan Service code 13 | — | $46K |
| IMA, INC. EIN 20-2557329 CONSULTING/ACTUARIAL | Actuarial; Consulting fees; Direct payment from the plan Service code 11 | — | $38K |
| MONAGHAN & ASSOCIATES, PC EIN 73-1462892 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $14K |
| BRYAN, LITTLE, HALEY & KENT PC EIN 73-0941849 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| BHA CONSULTING LLC EIN 58-1910292 CONSULTING | Direct payment from the plan; Other services; Accounting (including auditing) Service code 10 | — | $8K |
| UNION INSURANCE GROUP EIN 36-4226088 BONDING | Insurance services Service code 23 | — | $7K |
| MERRILL LYNCH EIN 13-5674085 INVESTMENT MANAGEMENT | Custodial (securities); Investment management; Investment advisory (plan) Service code 19 | — | $6K |
| UBS FINANCIAL SERVICES INC EIN 13-2638166 INVESTMENT MANAGEMENT | Other fees; Account maintenance fees; Securities brokerage commissions and fees; Distribution (12b-1) fees; Investment advisory (plan) Service code 27 | — | $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 | 132 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 157 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 419 | $1.3M |
| Dental | BLUE CROSS BLUE SHIELD OKLAHOMA | 406 | $107K |
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 138 | $8K |
| Long-term disability | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 138 | $8K |
| Prescription drug | ENVISIONRX | 419 | $421K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE CO. | 160 | $20K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 419 | — |
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."
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.