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 9 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 43 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 |
|---|---|---|---|
| DUGGAN BERTSCH, LLC EIN 26-3963060 NONE | Legal Service code 29 | 303 W MADISON SUITE 1000 CHICAGO, IL 60606 | $268K |
| GDAF, LLP EIN 20-3355912 NONE | Legal Service code 29 | 1 E WACKER DRIVE STE 1700 CHICAGO, IL 606011814 | $193K |
| IBG BENEFITS MANAGEMENT COMPANY INC EIN 66-0757514 PARTY-IN-INTEREST | Consulting (general) Service code 16 | 100 NORTH POINT CENTER EAST SUITE 310 ALPHARETTA, GA 30022 | $163K |
| MUTUAL BANK EIN 39-2004336 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 1701 S TOWANDA AVENUE BLOOMINGTON, IL 61701 | $65K |
| BARNES & THORNBURG, LLP EIN 35-0900596 NONE | Legal Service code 29 | 11 SOUTH MERIDIAN ST INDIANAPOLIS, IN 462043535 | $24K |
| 1800 MD EIN 27-1532190 NONE | Other services Service code 49 | 6408 BANNINGTON RD CHARLOTTE, NC 28226 | $21K |
| CLIFTON LARSON & ALLEN EIN 41-0746749 NONE | Accounting (including auditing) Service code 10 | — | $19K |
| CHARLES SCHWAB EIN 94-1737782 NONE | Custodial (securities) Service code 19 | 211 MAIN STREET SAN FRANCISCO, CA 94105 | $8K |
| SPECIAL COUNSEL EIN 52-1736703 NONE | Consulting (general) Service code 16 | DEPT CH 14305 PALATINE, IL 60055 | $7K |
| GRABRIAN ACTUARIAL EIN 47-1928849 NONE | Actuarial Service code 11 | 3660 WESTON LANE N PLYMOUTH, MN 55446 | $6K |
| COME TO BUY, INC. EIN 37-1395322 NONE | Other services Service code 49 | 3006 GILL STREET E BLOOMINGTON, IL 61704 | $0 |
| IBG ADMINISTRATIVE SERVICES LLC EIN 80-0113406 SUPPORT SERVICES | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 501 S TOWANDA BARNES ROAD BLOOMINGTON, IL 617054047 | $0 |
| LEGACY BENEFIT PLANS EIN 80-0113411 CONTRACT ADMINISTRATOR | Plan Administrator Service code 14 | 501 TOWANDA BARNES ROAD BLOOMINGTON, IL 61705 | $0 |
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 | 493 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Beneficiaries receiving benefits | 1 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 500 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(7 contracts, 7 carriers) | AIG | 38 | $0 |
| Other(2 contracts, 2 carriers) | RELISTAR LIFE INSURANCE COMPANY | 1 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 38 | — |
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.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.