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 2 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 1 broker row. $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 |
|---|---|---|---|
| CORESOURCE, INC. N/A | Other services; Claims processing; Plan Administrator Service code 12 | — | $83K |
| SWBC EMPLOYEE BENEFITS CONSULTING N/A | Insurance agents and brokers; Consulting (general); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $67K |
| AETNA SIGNATURE ADMINISTRATORS EIN 06-6033492 N/A | Claims processing; Other services Service code 12 | — | $30K |
| NAVITUS HEALTH SOLUTIONS EIN 04-3608530 N/A | Claims processing; Investment management; Insurance services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $13K |
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 | 339 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 339 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | GUARDIAN | 339 | $348K |
| Vision | GUARDIAN | 339 | $348K |
| Life insurance | GUARDIAN | 339 | $348K |
| Long-term disability | GUARDIAN | 339 | $348K |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE CO. | 258 | $249K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 339 | — |
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 broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.