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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHWEST SERVICE EIN 86-0785790 NONE | Contract Administrator Service code 13 | — | $1.1M |
| BLUE CROSS BLUE SHIELD EIN 86-0004538 NONE | Insurance services Service code 23 | — | $723K |
| GREENLIGHT COST MGT NONE | Other fees Service code 99 | 17015 N SCOTTSDALE RD #350 SCOTTSDALE, AZ 85255 | $202K |
| WELLESLEY EIN 26-0337214 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $94K |
| THE SEGAL COMPANY EIN 94-1503999 NONE | Actuarial Service code 11 | — | $79K |
| MFS EIN 04-3247425 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $76K |
| LOOMIS EIN 20-3570061 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $65K |
| BRANDES EIN 33-0704072 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $54K |
| WCM NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 281 BROOKS STREET LAGUNA BEACH, CA 92651 | $53K |
| RYAN RAPP PACHECO AND KELLY EIN 86-0767091 NONE | Legal Service code 29 | — | $49K |
| KA SMID EIN 95-4575414 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $47K |
| DENTAL NETWORK OF AMERICA NONE | Insurance services Service code 23 | 701 E 22ND STREET #100 LOMBARD, IL 60148 | $44K |
| EATON VANCE EIN 04-3101134 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $39K |
| UNIPLAN EIN 27-3053886 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $39K |
| LETTERSTREAM NONE | Copying and duplicating Service code 36 | 8551 E ANDERSON DR. #104 SCOTTSDALE, AZ 85255 | $32K |
| SEGAL SELECT INSURANCE EIN 46-0169194 NONE | Insurance agents and brokers Service code 22 | — | $21K |
| UBS EIN 01-6215776 NONE | Custodial (securities); Investment advisory (plan) Service code 19 | — | $20K |
| FIRST IMPRESSIONS NONE | Copying and duplicating Service code 36 | 3401 GIRARD BLVD NE ALBUQUERQUE, NM 87107 | $18K |
| BALDWIN MOFFITT BEHM LLP EIN 46-4370753 NONE | Accounting (including auditing) Service code 10 | — | $18K |
| INVESCO NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | 6400 S FIDDLER'S GREEN CIRCLE #800 GREENWOOD VILLAGE, CO 80111 | $14K |
| FINDELL AND COMPANY, PC EIN 85-0357326 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| MINES & ASSOCIATES NONE | Insurance services Service code 23 | 10367 CENTENNIAL RD #100 LITTLETON, CO 80127 | $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 | 3,503 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 3,524 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF ILLINOIS | 3,300 | $15.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,470 | — |
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.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.