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 3 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 |
|---|---|---|---|
| LIFEWORKS EIN 52-1883918 NONE | Account maintenance fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 15 | — | $698K |
| MERCER HEALTH & BENEFITS EIN 34-2015463 NONE | Actuarial; Consulting fees; Consulting (general); Insurance agents and brokers Service code 11 | — | $252K |
| DAVIS WRIGHT TREMAINE EIN 91-0839480 NONE | Legal Service code 29 | — | $118K |
| UMR, INC EIN 39-1995276 NONE | Claims processing Service code 12 | — | $68K |
| USI EIN 91-1176315 NONE | Consulting (general) Service code 16 | — | $63K |
| EMS EIN 90-0886021 NONE | Consulting (general) Service code 16 | — | $23K |
| MOSS ADAMS EIN 91-0189318 NONE | Accounting (including auditing) Service code 10 | — | $20K |
| SOVOS EIN 46-1379693 NONE | Other services Service code 49 | — | $12K |
| US BANK EIN 31-0841368 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $10K |
| STANDARD INSURANCE COMPANY EIN 93-0242990 NONE | Contract Administrator Service code 13 | — | $4K |
| UNITED OF OMAHA LIFE INSURANCE COMP EIN 47-0322111 NONE | Claims processing; Contract Administrator Service code 12 | — | $1K |
| PRINCIPAL BANK EIN 42-1466678 NONE | Claims processing Service code 12 | — | $90 |
| METROPOLITAN LIFE INSURANCE CO. EIN 13-5581829 NONE | Contract Administrator; Claims processing Service code 12 | — | $85 |
| CVS CAREMARK CORPORATION EIN 05-0340626 NONE | Claims processing Service code 12 | — | $33 |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,935 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,935 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 122 | $792K |
| Life insurance | STANDARD INSURANCE COMPANY | 2,475 | $1.5M |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 122 | $792K |
| Other | STANDARD INSURANCE COMPANY | 2,475 | $1.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,475 | — |
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.
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.