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 8 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 8 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 |
|---|---|---|---|
| CAPITAL BENEFIT SERVICES, LLC EIN 91-1619527 INSURANCE AGENT / BROKER | Direct payment from the plan; Insurance agents and brokers; Other services Service code 22 | — | $1.3M |
| EPK & ASSOCIATES, INC. EIN 91-1947441 PLAN ADMINISTRATOR | Plan Administrator; Direct payment from the plan Service code 14 | — | $473K |
| FIRST CHOICE HEALTH EIN 91-1272766 EMPLOYEE ASSISTANCE | Other services; Direct payment from the plan Service code 49 | — | $40K |
| JOHN S. CONNIFF, PLLC EIN 20-3527112 LAWYER | Legal; Direct payment from the plan Service code 29 | — | $24K |
| SWEENEY CONRAD CPA, LLP EIN 41-2336714 ACCOUNTANT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $19K |
| L/P INSURANCE SERVICES LLC INSURANCE AGENT | Insurance agents and brokers; Direct payment from the plan Service code 22 | 300 EAST 2ND ST SUITE 1300 RENO, NV 89501 | $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 | 2,522 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 20 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,542 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | REGENCE BLUESHIELD | 2,398 | $17.0M |
| Dental | DELTA DENTAL OF WASHINGTON | 2,290 | $1.2M |
| Vision | DELTA DENTAL OF WASHINGTON | 2,344 | $164K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,604 | $98K |
| Prescription drug(4 contracts, 4 carriers) | REGENCE BLUESHIELD | 2,398 | $17.0M |
| Other | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 2,604 | $75K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,604 | — |
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.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.