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.
See commissions and fees for 3 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 |
|---|---|---|---|
| MERCER HR SERVICES LLC EIN 20-1932099 N/A | Direct payment from the plan; Plan Administrator Service code 14 | — | $1.0M |
| HEALTH CARE SERVICE CORPORATION EIN 36-1236610 N/A | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.0M |
| LOOMIS SAYLES & COMPANY EIN 20-8080381 N/A | Direct payment from the plan; Investment management Service code 28 | — | $209K |
| ENERGY INSURANCE SERVICES EIN 30-0419233 N/A | Contract Administrator; Direct payment from the plan Service code 13 | — | $197K |
| ANALYTIC INVESTORS, LLC EIN 95-2665790 N/A | Investment management; Direct payment from the plan Service code 28 | — | $184K |
| EXPRESS SCRIPTS EIN 22-3461740 N/A | Contract Administrator; Direct payment from the plan Service code 13 | — | $164K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 N/A | Investment management; Direct payment from the plan Service code 28 | — | $156K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 N/A | Trustee (directed); Direct payment from the plan; Float revenue; Investment management Service code 25 | — | $50K |
| HAM, LANGSTON & BREZINA LLP EIN 76-0448495 N/A | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $50K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 N/A | Contract Administrator; Direct payment from the plan Service code 13 | — | $30K |
| AARP EIN 98-1985500 N/A | Direct payment from the plan; Contract Administrator Service code 13 | — | $20K |
| DELOITTE TAX LLP EIN 86-1065772 N/A | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $13K |
| STOEL RIVES EIN 93-0408771 N/A | Legal; Direct payment from the plan Service code 29 | — | $12K |
| COMMPSYCH EIN 35-3739783 N/A | Contract Administrator Service code 13 | — | $0 |
| MERCER HEALTH & BENEFITS LLC EIN 13-2834414 N/A | Consulting (general) Service code 16 | — | $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 | 492 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 13,578 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 14,070 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 2,796 | $4.6M |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 8,692 | $6.2M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 10,990 | $3.0M |
| Other | CIGNA LIFE INSURANCE CO. OF NEW YORK | 105 | $4K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,990 | — |
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."
No prospect flags tripped on this filing.