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 4 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 |
|---|---|---|---|
| BENESYS, INC. EIN 38-2383171 NONE | Contract Administrator; Copying and duplicating Service code 13 | — | $860K |
| BLUE SHIELD EIN 94-0360524 NONE | Float revenue; Claims processing; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $210K |
| DELTA DENTAL EIN 94-1461312 NONE | Claims processing; Contract Administrator Service code 12 | — | $90K |
| KAUFMANN AND GOBLE EIN 94-2614826 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $84K |
| BEESON, TAYER AND BODINE EIN 94-3126136 NONE | Legal Service code 29 | — | $50K |
| ENVISION EIN 05-0570786 NONE | Claims processing Service code 12 | — | $42K |
| LINDQUIST LLP EIN 52-2385296 NONE | Accounting (including auditing) Service code 10 | — | $38K |
| TARP EIN 94-2875955 NONE | Other services Service code 49 | — | $30K |
| MAMMINI COMPANY EIN 47-0879697 NONE | Investment management fees paid directly by plan; Investment advisory (plan); Consulting (general) Service code 16 | — | $16K |
| TRUVERIS EIN 27-4345686 NONE | Other services Service code 49 | — | $12K |
| CAPITAL ANALYSTS EIN 23-1702591 NONE | Custodial (securities); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Investment advisory (plan) Service code 15 | — | $10K |
| GRAND FLOW EIN 94-3211239 NONE | Copying and duplicating Service code 36 | — | $8K |
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 | 988 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 507 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,495 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | NEWPORT DENTAL PLAN | 50 | $24K |
| Vision | VISION SERVICE PLAN | 1,492 | $202K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 845 | $53K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,492 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.