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 1 contract row 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 |
|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT EIN 06-0838648 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $940K |
| SELECTHEALTH EIN 87-0409820 AFFILIATE OF SPONSOR | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | — | $369K |
| SILCHESTER INTERNATIONAL INVESTORS EIN 45-3056700 NONE | Investment management fees paid directly by plan; Float revenue; Investment management Service code 28 | — | $138K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Other investment fees and expenses; Direct payment from the plan Service code 15 | — | $118K |
| STOEL RIVES LLP EIN 93-0408771 NONE | Legal; Direct payment from the plan Service code 29 | — | $54K |
| SUMMIT STRATEGIES GROUP EIN 43-1708520 NONE | Consulting (pension); Consulting fees; Investment advisory (plan); Direct payment from the plan Service code 17 | — | $51K |
| JENNISON ASSOCIATES LLC EIN 22-2540245 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $49K |
| KESTREL INVESTMENT MANAGEMENT CORP. EIN 94-3173193 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $46K |
| GAMCO ASSET MANAGEMENT, INC. EIN 13-4044521 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $45K |
| KPMG LLP EIN 13-5565207 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $33K |
| TYGH CAPITAL MANAGEMENT EIN 41-2139219 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $31K |
| BENEFIT CONCEPTS NONE | Other services; Direct payment from the plan Service code 49 | 20 RISHO AVENUE EAST PROVIDENCE, RI 029141287 | $28K |
| DODGE & COX EIN 94-1441976 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $26K |
| PACIFIC INVESTMENT MANAGEMENT CO. EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $20K |
| THE DATA CENTER, LLC EIN 87-0644300 NONE | Direct payment from the plan; Other services Service code 49 | — | $12K |
| MERCATOR ASSET MANAGEMENT, L.P. EIN 65-0617051 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $9K |
| DIMENSIONAL FUND ADVISORS LP EIN 30-0447847 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $0 |
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 | 28,342 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,038 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 30,380 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,923 | $390K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,923 | — |
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 top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.