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 5 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 4 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 |
|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 ADMIN SERVICES | Float revenue; Direct payment from the plan; Claims processing; Other services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.3M |
| FIDELITY INVESTMENTS INSTITUTIONAL EIN 04-2647786 RECORDKEEPER | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $705K |
| BENEFIT OUTSOURCING SOLUTIONS INC EIN 38-3370067 BENEFIT ELG ADMIN | Contract Administrator; Direct payment from the plan Service code 13 | — | $564K |
| WILLIS TOWERS WATSON DELAWARE INC. EIN 53-0181291 ACTUARY | Participant communication; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Actuarial Service code 11 | — | $299K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $155K |
| TRUVEN HEALTH ANALYTICS INC EIN 06-1467923 DATA WAREHOUSING | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan Service code 15 | — | $117K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 TRUSTEE | Trustee (directed); Investment management; Other fees; Direct payment from the plan Service code 25 | — | $92K |
| HARTER SECREST EMERY LLP EIN 16-0766172 LEGAL COUNSEL | Legal; Direct payment from the plan Service code 29 | — | $84K |
| ERNST & YOUNG CONSULTANT | Direct payment from the plan; Other fees Service code 50 | FIVE TIMES SQUARE NEW YORK, NY 10036 | $59K |
| SSDC SERVICES CORP EIN 38-3357459 ADMIN SERVICES | Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Other services; Other fees Service code 15 | — | $56K |
| CHIPTON-ROSS EIN 39-1341435 CONTRACT LABOR | Legal; Direct payment from the plan; Contract Administrator; Employee (plan); Plan Administrator; Copying and duplicating; Participant communication Service code 13 | — | $46K |
| KES MAIL INC EIN 74-3075854 COMM SERVICE | Direct payment from the plan; Other services Service code 49 | — | $30K |
| OSI CONSULTING INC EIN 95-4844560 CONSULTANT | Direct payment from the plan; Consulting (general) Service code 16 | — | $29K |
| HEWITT ASSOCIATES LLC EIN 36-2235791 RECORDKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Direct payment from the plan Service code 15 | — | $23K |
| CDW DIRECT LLC COMPUTER SERVICE | Direct payment from the plan; Other services Service code 49 | 75 TRI-STATE INTERNATIONAL LINCOLNSHIRE, IL 60069 | $17K |
| BLUE COMMUNICATIONS EIN 95-4681929 COMM SERVICE | Direct payment from the plan; Participant communication Service code 38 | — | $17K |
| JENNISON ASSOCIATES LLC EIN 52-2069785 INVESTMENT MGR | Direct payment from the plan; Investment management fees paid indirectly by plan; Investment advisory (plan); Investment management fees paid directly by plan; Investment management Service code 27 | — | $14K |
| WALTER SCOTT AND PARTNERS LIMITED EIN 98-0465834 INVESTMENT MGR | Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $14K |
| MORGAN STANLEY INVESTMENT MGMT INC EIN 13-3040307 INVESTMENT MGR | Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment advisory (plan); Investment management Service code 27 | — | $12K |
| FUTURE TECH ENTERPRISE INC EIN 11-3350196 SERVICE PROVIDER | Direct payment from the plan; Other fees Service code 50 | — | $12K |
| MONDRIAN INVESTMENT GROUP US INC EIN 56-2475915 INVESTMENT MGR | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $11K |
| O'CONNOR DAVIES MUNNS & DOBBINS LLP EIN 13-3385019 CONSULTANT | Direct payment from the plan; Consulting (general) Service code 16 | — | $11K |
| PACIFIC INVESTMENT MANAGEMENT CO EIN 33-0629048 INVESTMENT MGR | Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan); Investment management Service code 27 | — | $9K |
| ALLIANCE BERNSTEIN LP EIN 13-4064930 INVESTMENT MGR | Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan Service code 50 | — | $9K |
| THE ROCK CREEK GROUP EIN 04-3648062 INVESTMENT MGR | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $7K |
| BAILLIE GIFFORD OVERSEAS EIN 22-3438530 INVESTMENT MGR | Product termination fees (surrender charges, etc.); Non-monetary compensation; Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | — | $7K |
| OPEN TEXT INC EIN 36-3811517 COMPUTER SERVICE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $6K |
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 | 55,917 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5,907 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 61,824 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,492 | $509K |
| Other | EMBLEM HEALTH | 34 | $193K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,492 | — |
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."
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.