Filings through .
History & trajectory Charts need 2 or more years. This plan has 2 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingMultiple-employer welfare arrangement. It has its own regulatory and compliance rules.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: HCP National Insurance Services Inc Stop-loss | Stop-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 | 152 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 152 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | IRONSHORE INDEMNITY INC | 151 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 151 | - |
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: Ironshore Indemnity Inc |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HCP NATIONAL INSURANCE SERVICES INC EIN 95-4475799 NONE | Insurance agents and brokers Service code 22 | 16-A JOURNEY STE 150 ALISO VIEJO, CA 92656 | $204K |
| LIVE OAK MEWA MANAGEMENT LLC EIN 88-4183577 NONE | Custodial (securities); Contract Administrator Service code 13 | 1115 N CAUSEWAY BLVD STE 100 MANDEVILLE, LA 70471 | $157K |
| MCGRIFF EIN 56-1623293 NONE | Insurance agents and brokers; Plan Administrator Service code 14 | 405 E SAINT PETER ST NEW IBERIA, LA 70560 | $101K |
| BLUE CROSS AND BLUE SHIELD OF LOUIS EIN 82-2726860 NONE | Claims processing; Insurance services Service code 12 | 5525 REITZ AVE BATON ROUGE, LA 70809 | $78K |
| WINDSOR STRATEGY PARTNERS INC EIN 81-0912547 NONE | Actuarial Service code 11 | 777 ALEXANDER RD STE 201 PRINCETON, NJ 08540 | $71K |
| STRATEGIC UNDERWRITING SOLUTION EIN 42-1144827 NONE | Insurance services Service code 23 | 2593 DEVELOPMENT DR BELLEVUE, WA 54311 | $24K |
| GENOVA BURNS EIN 22-2940404 NONE | Legal Service code 29 | 494 BROAD ST NEWARK, NJ 07102 | $17K |
| HELENE CERISE LLC EIN 47-5193958 NONE | Accounting (including auditing) Service code 10 | 7 COLONIAL CLUB DR HARAHAN, LA 70123 | $17K |
| RICHARD CPAS, LLC TAXED AS A PARTNE EIN 82-2560138 NONE | Accounting (including auditing) Service code 10 | 3421 N CAUSEWAY BLVD STE 601 METAIRIE, LA 70002 | $13K |
| KARL HANSON EIN 72-1175669 NONE | Consulting (general) Service code 16 | 3555 LOYOLA DR STE C KENNER, LA 70065 | $12K |
| AAJ COMPUTER SERVICES INC EIN 65-0762524 NONE | Other services Service code 49 | 500 W CYPRESS CREEK RD STE 570 FORT LAUDERDALE, FL 33309 | $12K |
| EISNER AMPER LLP TAXED AS PARTNERSH EIN 92-3320348 NONE | Accounting (including auditing) Service code 10 | 8550 UNITED PLAZA BLVD STE 1001 BATON ROUGE, LA 70809 | $6K |
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.
2 contacts
2 filings · 2023 to 2024