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 9 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 6 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 |
|---|---|---|---|
| LAURA K. SMITH EIN 57-2934724 UNION MEMBER | Employee (plan) Service code 30 | 1194 S 2100 W SYRACUSE, UT 84075 | $59K |
| DAN HUTTEN EIN 52-9313577 UNION MEMBER | Plan Administrator Service code 14 | 173 Q STREET APT 1 SALT LAKE CITY, UT 84103 | $44K |
| HAYNIE & COMPANY EIN 87-0325228 AUDITOR | Accounting (including auditing) Service code 10 | 1785 W 2300 S SALT LAKE CITY, UT 84119 | $24K |
| SEBASTIAN CHANCE STEWART EIN 64-6626308 OFFICE ASSISTANT | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1475 NORTH MAIN STREET APT B104 LAYTON, UT 84041 | $24K |
| NORTH STAR CONSULTING & TAX LLC ACCOUNTING | Accounting (including auditing) Service code 10 | — | $9K |
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 | 995 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 995 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SELECT HEALTH | 91 | $199K |
| Dental(2 contracts, 2 carriers) | COMPANION LIFE INSURANCE | 77 | $39K |
| Life insurance(2 contracts, 2 carriers) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 79 | $14K |
| Other | HEALTHIEST YOU | 50 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 91 | — |
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.
Broker compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.