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 8 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 |
|---|---|---|---|
| SUN LIFE FINANCIAL EIN 38-1082080 NONE | Other services; Insurance services Service code 23 | ONE SUN LIFE EXECUTIVE PARK WELLESLEY HILLS, MA 02481 | $247K |
| RMTS, LLC EIN 20-1049240 NONE | Insurance services; Other services Service code 23 | 101 HUDSEN STREET JERSEY CITY, NJ 07302 | $174K |
| CREST INSURANCE GROUP EIN 85-3775914 NONE | Consulting fees; Participant communication; Insurance services; Other insurance fees and expenses Service code 23 | 5285 E WILLIAM CIRCLE STE 4500 TUCSON, AZ 85711 | $68K |
| LUCENT HEALTH EIN 39-1997579 NONE | Consulting fees; Plan Administrator; Other services; Recordkeeping fees; Other fees; Claims processing Service code 12 | 424 CHURCH STREET STE 2300 NASHVILLE, TN 37219 | $47K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 82-4991898 NONE | Other fees; Direct payment from the plan Service code 50 | 900 COTTAGE GROVE ROAD BLOOMFIELD, CT 06002 | $32K |
| AFLAC EIN 57-0514130 NONE | Insurance agents and brokers; Insurance services Service code 22 | 16841 N 31ST AVE PHOENIX, AZ 85053 | $16K |
| NARUS HEALTHCARE EIN 47-1929604 NONE | Participant communication; Other services Service code 38 | 424 CHURCH STREET STE 2300 NASHVILLE, TN 37219 | $9K |
| TELADOC HEALTH, INC EIN 04-3705970 NONE | Consulting fees; Participant communication Service code 38 | 2 MANHATTANVILLE ROAD PURCHASE, NY 10577 | $4K |
| CURALINC HEALTHCARE EIN 33-1206383 NONE | Other services; Participant communication Service code 38 | 314 W SUPERIOR STREET CHICAGO, IL 60654 | $3K |
| MARQUEE HEALTH EIN 46-5472798 NONE | Other services; Participant communication Service code 38 | 233 W ERIE STREET STE 7SW CHICAGO, IL 60654 | $2K |
| BENEFIT RESOURCES EIN 16-1428488 NONE | Consulting (general); Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 245 KENNETH DRIVE ROCHESTER, NY 14623 | $681 |
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 | 356 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 356 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Other(2 contracts, 2 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 487 | $22K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 487 | — |
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 carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.