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.
See commissions and fees for 1 broker row. $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 |
|---|---|---|---|
| CIGNA EIN 59-1031071 NONE | Claims processing; Participant communication; Non-monetary compensation; Float revenue; Other services; Direct payment from the plan; Contract Administrator Service code 12 | — | $115K |
| SEI INVESTMENTS EIN 23-1707341 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $61K |
| THE TABEN GROUP EIN 48-0770908 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $52K |
| MAYER HOFFMAN MCCANN EIN 43-1947695 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $50K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $31K |
| ALIGHT EIN 36-2235791 RECORDKEEPER | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees Service code 15 | — | $24K |
| MHM RETIREMENT PLAN SOLUTIONS EIN 20-1876798 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $7K |
| CBIZ ACCOUNTING TAX & ADVISORY OF K EIN 34-1874260 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $5K |
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 | 3,419 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,489 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 210 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,118 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,362 | $1.7M |
| Stop-loss / reinsurancereinsurance | ANTHEM LIFE INSURANCE | 3,347 | $125K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,347 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The primary broker changed. The plan may take a second-look pitch.
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.