Filings through .
History & trajectory Charts need 2 or more years. This plan has 4 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingNo prospect flags tripped on this filing.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Mutual of Omaha Companies HealthDentalVisionLifeStop-loss | HealthDentalVisionLifeStop-loss |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 64 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 64 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Stop-loss / reinsurancereinsurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 0 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: United of Omaha Life Insurance Company | |
Carrier: United of Omaha Life Insurance Company | |
Carrier: United of Omaha Life Insurance Company |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NATIONAL UNDERWRITING SERVICES STOP LOSS CARRIER | Other fees Service code 99 | 1400 N PROVIDENCE RD BDG 2 STE 4050 MEDIA, PA 19063 | $139K |
| TRANSWESTERN INSURANCE ADMIN CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | PO BOX 45019 FRESNO, CA 93718 | $35K |
| SOUTHWEST RISK MANAGEMENT LLC BROKER | Insurance agents and brokers Service code 22 | 4801 E MCKELLIPS RD MESA, AZ 85215 | $32K |
| SMITH BOMAN & ASSOCIATES BROKER | Insurance agents and brokers Service code 22 | 955 N STREET FRESNO, CA 93721 | $6K |
| MULTIPLAN INC PROVIDER CONTRACT | Other commissions Service code 55 | PO BOX 29380 NEW YORK, NY 10087 | $1K |
| PAYER COMPASS LLC PROVIDER CONTRACT | Other commissions Service code 55 | 5800 GRANITE PARKWAY STE 450 PLANO, TX 75024 | $644 |
| 24/7 CALL-A-DOC LLC PROVIDER CONTRACT | Other commissions Service code 55 | 900 N FEDERAL HWY STE 306 HALLANDALE, FL 33009 | $386 |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
3 contacts
4 filings · 2020 to 2024