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 3 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 2 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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MONTANA NONE | Contract Administrator; Direct payment from the plan; Claims processing Service code 12 | 3645 ALICE STREET PO BOX 439 HELENA, MT 59604 | $406K |
| ZENITH AMERICAN SOLUTIONS EIN 52-1590516 NONE | Copying and duplicating; Participant communication; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $143K |
| PROPEL INSURANCE, INC. EIN 91-0830024 NONE | Consulting (general); Insurance services; Insurance brokerage commissions and fees Service code 16 | — | $68K |
| DAVIDSON INVESTMENT ADVISORS EIN 41-0956607 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $23K |
| FIRST INTERSTATE BANK EIN 81-6023169 NONE | Custodial (other than securities); Direct payment from the plan; Custodial (securities) Service code 18 | — | $23K |
| MCKENZIE, ROTHWELL, BARLOW, & KORPI EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $23K |
| AUDIT SERVICES, INC. EIN 91-0877177 NONE | Direct payment from the plan; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator; Accounting (including auditing); Copying and duplicating Service code 10 | — | $22K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $14K |
| THE VIRTUOUS GROUP NONE | Direct payment from the plan; Consulting (general) Service code 16 | 1930 VILLAGE CENTER CIRCLE LAS VEGAS, NV 89134 | $10K |
| LAWTON PRINTING NONE | Copying and duplicating; Direct payment from the plan; Other services Service code 36 | 4111 E MISSION AVE SPOKANE, WA 99202 | $8K |
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 | 794 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 22 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 816 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL INSURANCE COMPANY | 801 | $395K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE CO. | 793 | $44K |
| Stop-loss / reinsurancereinsurance | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURG, PA. | 885 | $1.5M |
| Other | UNITED OF OMAHA LIFE INSURANCE CO. | 793 | $44K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 885 | — |
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.