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 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 |
|---|---|---|---|
| OPTUMRX, INC. EIN 33-0441200 NONE | Float revenue; Other fees; Claims processing; Direct payment from the plan Service code 12 | — | $2.2M |
| UMR, INC. EIN 39-1995276 NONE | Contract Administrator; Other fees; Other services; Direct payment from the plan; Claims processing; Non-monetary compensation Service code 12 | — | $407K |
| SLEVIN & HART, P.C. EIN 52-1708613 NONE | Legal; Direct payment from the plan Service code 29 | — | $143K |
| REHN & ASSOCIATES EIN 91-1009626 NONE | Copying and duplicating; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator Service code 13 | — | $105K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $89K |
| SHEET METAL WORKERS LOCAL NO. 9 EIN 84-0318035 RELATED UNION | Copying and duplicating; Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication Service code 13 | — | $67K |
| LEGACY PROFESSIONALS LLP EIN 32-0043599 NONE | Accounting (including auditing) Service code 10 | — | $37K |
| DELTA DENTAL OF COLORADO EIN 83-4416613 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $35K |
| MINES AND ASSOCIATES EIN 84-1028610 NONE | Direct payment from the plan; Other services Service code 49 | — | $33K |
| BRIDGE HEALTH EIN 26-0804648 NONE | Other services; Claims processing; Contract Administrator Service code 12 | — | $17K |
| MEKETA INVESTMENT GROUP EIN 04-2659023 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $9K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Float revenue; Direct payment from the plan; Soft dollars commissions Service code 19 | — | $1K |
| STATE STREET GLOBAL ADVISORS EIN 81-4017137 NONE | Custodial (securities); Investment management fees paid directly by plan Service code 19 | — | $496 |
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 | 975 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,003 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,016 | $21K |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 1,032 | $695K |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,016 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,032 | — |
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 broker changed. The plan may take a second-look pitch.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.