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 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 |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS, INC EIN 88-0277518 NONE | Accounting (including auditing); Direct payment from the plan; Contract Administrator Service code 10 | — | $911K |
| CASEY NEILON, INC. EIN 20-5570744 | Direct payment from the plan; Accounting (including auditing) Service code 10 | 503 N DIVISION ST CARSON CITY, NV 89703 | $42K |
| US BANK EIN 31-0841368 NONE | Custodial (securities); Other investment fees and expenses; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 19 | — | $38K |
| NEYHART ANDERSON FLYNN & GRISBOLL EIN 94-2576729 | Legal; Direct payment from the plan Service code 29 | 645 RYAN TERRACE SAN RAMON, CA 94583 | $25K |
| ALLIANT EIN 33-0785439 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $13K |
| UNITED ACTUARIAL SERVICES NONE | Direct payment from the plan; Actuarial Service code 11 | 11590 NORTH MERIDIAN ST. SUITE 610 CARMEL, IN 46032 | $7K |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 116 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 1,189 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,305 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,647 | $70K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,610 | $1.4M |
| Other | THE UNION LABOR LIFE INSURANCE COMPANY | 1,647 | $70K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,647 | — |
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."
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.