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 2 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 | Direct payment from the plan; Contract Administrator Service code 13 | — | $1.1M |
| SELECTHEALTH EIN 87-0409820 AFFILIATE OF SPONSOR | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $161K |
| SILCHESTER INTERNATIONAL INVESTORS EIN 45-3056700 NONE | Investment management fees paid directly by plan; Investment management; Float revenue Service code 28 | — | $101K |
| BNY MELLON EIN 13-5160382 PARTY-IN-INTEREST | Shareholder servicing fees; Other investment fees and expenses; Trustee (bank, trust company, or similar financial institution); Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $63K |
| MERCER INVESTMENTS LLC EIN 43-1708520 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $52K |
| PENSION BENEFIT INFORMATION, LLC EIN 82-4722389 NONE | Direct payment from the plan; Other services Service code 49 | — | $50K |
| KPMG LLP EIN 13-5565207 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $48K |
| VOYA INVESTMENT MANAGEMENT CO. LLC EIN 06-1440627 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $34K |
| PACIFIC INVESTMENT MANAGEMENT CO. EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $25K |
| JENNISON ASSOCIATES LLC EIN 22-2540245 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management 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 | 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 | 32,919 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,080 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 33,999 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 722 | $45K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 955 | $465K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 955 | — |
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.