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 2 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 |
|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT EIN 81-0400550 NONE | Contract Administrator; Claims processing Service code 12 | — | $1.3M |
| MCA TRUSTS ADMINISTRATIVE OFFICE EIN 81-0462349 ADMIN MINISTERIAL STAFF | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $597K |
| NAVITUS HEALTH SOLUTIONS, LLC EIN 04-3608530 NONE | Contract Administrator; Claims processing Service code 12 | — | $194K |
| THULIN BENEFITS LAW PLLC EIN 81-3718409 NONE | Legal Service code 29 | — | $152K |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing) Service code 10 | — | $84K |
| WELLS FARGO BANK N.A. EIN 94-1347393 NONE | Custodial (securities); Investment management; Investment advisory (plan) Service code 19 | — | $76K |
| THE SEGAL COMPANY, INC. EIN 94-1503999 NONE | Actuarial; Consulting (general) Service code 11 | — | $74K |
| ECONO PRINT, INC. EIN 81-0532153 NONE | Copying and duplicating; Participant communication Service code 36 | — | $15K |
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 | 2,970 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,998 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SYMETRA LIFE INSURANCE COMPANY | 2,998 | $2.5M |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 2,998 | $98K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 2,998 | $2.5M |
| Other | SYMETRA LIFE INSURANCE COMPANY | 2,998 | $98K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,998 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
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.
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.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.