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 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 |
|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, I EIN 59-0691921 CONSULTANT | Consulting (general); Insurance agents and brokers; Consulting fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Finders' fees / placement fees Service code 15 | — | $79K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 CONTRACT ADMINISTRATOR | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Participant communication; Other commissions; Contract Administrator; Direct payment from the plan; Copying and duplicating Service code 10 | — | $46K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Contract Administrator; Insurance services; Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan; Insurance brokerage commissions and fees; Finders' fees / placement fees; Insurance agents and brokers Service code 13 | — | $34K |
| MAGNUSON & ASSOCIATES, LTD EIN 26-2814059 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $22K |
| BLACK, GOULD & ASSOCIATES, INC. EIN 86-0396463 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $16K |
| EMPLOYEE BENEFIT EXCHANGE, CORP. EIN 20-0270427 INSURANCE BROKER | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $14K |
| BROWN & BROWN INSURANCE OF ARIZONA, EIN 86-0173773 INSURANCE BROKER | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $12K |
| NFP CORPORATE SERVICES OH, INC. EIN 31-1244702 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $11K |
| PATRIOT GROWTH INSURANCE SERVICES D EIN 87-2917800 INSURANCE BROKER | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $10K |
| KEN OTT INSURANCE, LLC DBA KENDY BE INSURANCE BROKER | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 1710 VIA HUNGRIA RIO RICO, AZ 85648 | $10K |
| MARK J. MATSOCK & ASSOCIATES, INC EIN 86-0535969 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $9K |
| RESECO INSURANCE ADVISORS, LLC EIN 45-3989660 INSURANCE BROKER | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $9K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 AUDITOR | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $9K |
| ROGERS BENEFIT GROUP, INC EIN 41-1596522 INSURANCE BROKER | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $8K |
| NFP CA INSUURANCE SERVICES, INC. EIN 94-2741175 INSURANCE BROKER | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $8K |
| VECTOR FINANCIAL EIN 46-1842140 INSURANCE BROKER | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $7K |
| EMERSON ROGERS, LLC EIN 13-3938007 INSURANCE BROKER | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $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 | 317 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 317 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 516 | $2.4M |
| Dental | BLUE CROSS BLUE SHIELD OF ARIZONA | 516 | $2.4M |
| Vision | VISION SERVICE PLAN | 110 | $7K |
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 318 | $11K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 516 | $2.4M |
| Other | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 318 | $11K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 516 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.