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 OF WA INC DBA DIMART EIN 91-0378940 NONE | Insurance services; Insurance agents and brokers; Insurance brokerage commissions and fees; Consulting (general); Finders' fees / placement fees; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $108K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Recordkeeping fees; Direct payment from the plan; Contract Administrator; Other commissions; Participant communication; Copying and duplicating Service code 10 | — | $63K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Finders' fees / placement fees; Insurance services; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance agents and brokers; Direct payment from the plan; Consulting fees; Insurance brokerage commissions and fees; Consulting (general) Service code 13 | — | $52K |
| MAGNUSON & ASSOCIATES, LTD EIN 26-2814059 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $44K |
| BLACK, GOULD & ASSOCIATES, INC. EIN 86-0396463 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $28K |
| VICTORIA STEPHENS, OLD PUEBLO BENEF NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 8110 S HOUGHTON RD 158-198 TUCSON, AZ 85747 | $23K |
| EMPLOYEE BENEFIT EXCHANGE, CORP. EIN 20-0270427 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $23K |
| ROGERS BENEFIT GROUP, INC. EIN 41-1596522 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $20K |
| ASSUREDPARTNERS OF ARIZONA DBA HEST EIN 36-4883819 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $18K |
| KEN OTT INS, LLC DBA KENDY BENEFIT NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | 3041 W KELLER DR ANTHEM, AZ 85086 | $14K |
| ANNA L. HECKATHORNE NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | 2820 CARRILLO WAY CARLSBAD, CA 920093026 | $12K |
| CAPITAL FINANCIAL PLC EIN 20-5078854 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $10K |
| CREST INSURANCE GROUP, LLC EIN 85-3775914 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| GBS ARIZONA, INC. EIN 20-8695075 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $10K |
| SCHOEDEL & SCHOEDEL, CPAS PLLC EIN 91-0614823 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $9K |
| PHOENIX HEALTH INSURANCE, LLC EIN 27-2917207 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $8K |
| THE CLEAR GROUP, LLC EIN 81-3105542 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $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 | 547 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 547 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ARIZONA | 888 | $3.6M |
| Dental | BLUE CROSS BLUE SHIELD OF ARIZONA | 888 | $3.6M |
| Vision | VISION SERVICE PLAN | 71 | $7K |
| Life insurance | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 571 | $17K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF ARIZONA | 888 | $3.6M |
| Other | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | 571 | $17K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 888 | — |
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.