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 |
|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT EIN 06-0838648 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.2M |
| SELECTHEALTH EIN 87-0409820 AFFILIATE OF SPONSOR | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $219K |
| SILCHESTER INTERNATIONAL INVESTORS EIN 45-3056700 NONE | Float revenue; Investment management; Investment management fees paid directly by plan Service code 28 | — | $97K |
| MERCER INVESTMENTS LLC EIN 43-1708520 NONE | Investment advisory (plan); Consulting fees; Direct payment from the plan Service code 27 | — | $61K |
| BNY MELLON EIN 13-5160382 NONE | Direct payment from the plan; Float revenue; Shareholder servicing fees; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other investment fees and expenses Service code 15 | — | $50K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $41K |
| VOYA INVESTMENT MANAGEMENT CO. LLC EIN 06-1440627 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $27K |
| PACIFIC INVESTMENT MANAGEMENT CO. EIN 33-0629048 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $26K |
| JENNISON ASSOCIATES LLC EIN 22-2540245 NONE | Investment management fees paid directly by plan; Investment management; Soft dollars commissions Service code 28 | — | $17K |
| DODGE & COX EIN 94-1441976 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $14K |
| ERNST & YOUNG, LLC EIN 34-6565596 NONE | Direct payment from the plan Service code 50 | — | $5K |
| DIMENSIONAL FUND ADVISORS LP EIN 30-0447847 NONE | Investment management fees paid indirectly by plan; Investment management 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 | 30,810 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,194 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 32,004 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 732 | $64K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 992 | $458K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 992 | — |
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.