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 |
|---|---|---|---|
| UMR EIN 39-1995276 CLAIM PROCESSOR | Claims processing Service code 12 | — | $601K |
| VAN NOY CONSULTING GROUP CONSULTING | Consulting (general) Service code 16 | 2312 PROMETHEUS CT HENDERSON, NV 89074 | $70K |
| DELTA DENTAL OF WASHINGTON EIN 91-0621480 CLAIM PROCESSOR DENTAL | Claims processing; Other services Service code 12 | — | $43K |
| VISION SERVICE PLAN EIN 23-7089688 CLAIM PROCESSOR VISION | Other services; Claims processing Service code 12 | — | $12K |
| USI INSURANCE SERVICES LLC. EIN 13-3771734 BROKER | Other commissions Service code 55 | — | $11K |
| RXBENEFITS, INC. EIN 63-1157085 PHARMACY BENEFIT MANAGER | Claims processing; Other services Service code 12 | — | $9K |
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 | 835 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 835 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 2,074 | $346K |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 2,074 | $346K |
| Long-term disability | SYMETRA LIFE INSURANCE COMPANY | 2,074 | $346K |
| Stop-loss / reinsurancereinsurance | COMPANION LIFE INSURANCE CO. | 835 | $289K |
| Other(2 contracts) | SYMETRA LIFE INSURANCE COMPANY | 2,074 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,074 | — |
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.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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 final-filing indicator is set. The plan is winding down. Skip it for sales.