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 4 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 3 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 |
|---|---|---|---|
| BROWN & BROWN OF WA INC DBA DIMART EIN 91-0378940 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers; Insurance services; Consulting (general); Finders' fees / placement fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees Service code 15 | — | $91K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Participant communication; Contract Administrator; Copying and duplicating; Accounting (including auditing); Recordkeeping fees; Other commissions; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 10 | — | $52K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Finders' fees / placement fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Contract Administrator; Insurance agents and brokers; Consulting fees; Direct payment from the plan; Insurance services; Insurance brokerage commissions and fees Service code 13 | — | $43K |
| MAGNUSON & ASSOCIATES, LTD EIN 26-2814059 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $41K |
| ROGERS BENEFIT GROUP, INC. EIN 41-1596522 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $40K |
| VICTORIA STEPHENS, OLD PUEBLO BENEF NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 8110 S HOUGHTON RD 158-198 TUCSON, AZ 85747 | $22K |
| ASSUREDPARTNERS OF ARIZONA DBA HEST EIN 36-4883819 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $18K |
| KENNETH K. OTT (KENDY BENEFIT PLANS NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 3041 W KELLER DRIVE ANTHEM, AZ 85086 | $14K |
| EMPLOYEE BENEFIT EXCHANGE, CORP. EIN 20-0270427 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| M & O AGENCIES, INC. DBA THE MAHONE EIN 86-6050329 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $12K |
| CREST INSURANCE GROUP, LLC EIN 85-3775914 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $11K |
| CAPITAL FINANCIAL PLC EIN 20-5078854 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $10K |
| ANNA L. HECKATHORNE NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | 2820 CARRILLO WAY CARLSBAD, CA 92009 | $10K |
| THE CLEAR GROUP, LLC EIN 81-3105542 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $9K |
| SCHOEDEL & SCHOEDEL, CPAS PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $8K |
| GBS ARIZONA, INC. EIN 20-8695075 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan 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 | 479 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 479 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 715 | $3.0M |
| Dental | BLUE CROSS BLUE SHIELD OF ARIZONA | 715 | $3.0M |
| Vision | VISION SERVICE PLAN | 92 | $8K |
| Life insurance(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 484 | $16K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 715 | $3.0M |
| Other(2 contracts, 2 carriers) | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 484 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 715 | — |
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.
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.