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 6 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 22 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 |
|---|---|---|---|
| GROUP & PENSION ADMINISTRATORS, INC EIN 75-1617587 BENEFIT ADMINISTRATOR | Other services; Claims processing; Plan Administrator Service code 12 | — | $190K |
| CATTO & CATTO BENEFITS, LLP EIN 74-2765358 BROKER | Insurance agents and brokers Service code 22 | — | $85K |
| GUNN GP, LLC EIN 74-3013501 OWNED BY PLAN SPONSOR | Other fees Service code 99 | — | $75K |
| CLARK HILL STRASBURGER, LLC NONE | Legal; Direct payment from the plan Service code 29 | 2301 BROADWAY STREET SAN ANTONIO, TX 78215 | $16K |
| DIXON HUGHES GOODMAN, LLP EIN 56-0747981 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $15K |
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 | 572 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 572 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 86 | $33K |
| Stop-loss / reinsurancereinsurance | SUN LIFE | 542 | $636K |
| Other(2 contracts, 2 carriers) | TOKIO MARINE HCC | 475 | $72K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 542 | — |
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.
The primary broker changed. The plan may take a second-look pitch.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.