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 3 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 |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICE EIN 91-1363171 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Plan Administrator; Direct payment from the plan Service code 10 | — | $294K |
| EKMAN CUSHING AND MAXWELL, P.S. EIN 91-1321138 NONE | Legal; Direct payment from the plan; Other services Service code 29 | — | $57K |
| FIRST CHOICE HEALTH NETWORK, INC. EIN 91-1272766 NONE | Direct payment from the plan; Other services Service code 49 | — | $40K |
| INNOVATIVE CARE MANAGEMENT, INC. EIN 93-1087669 NONE | Direct payment from the plan; Insurance services; Other services Service code 23 | — | $34K |
| ASMED HEALTH PARTNERSHIP, INC NONE | Other services; Direct payment from the plan Service code 49 | 3230 W COMMERCIAL BLVD #350 FORT LAUDERDALE, FL 33309 | $31K |
| INNOVATIVE COST MGMT SERVICES, INC. EIN 77-0119752 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $30K |
| LINDQUIST, LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $22K |
| WASHINGTON CAPITAL MANAGEMENT, INC EIN 91-1042342 NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $15K |
| CHANGE HEALTHCARE NONE | Other services; Direct payment from the plan Service code 49 | 3055 LEBANON PIKE NASHVILLE, TN 37214 | $14K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $11K |
| TRUVERIS, INC. NONE | Consulting (general); Direct payment from the plan Service code 16 | 2 PARK AVE #1500 NEW YORK, NY 10116 | $11K |
| BANK OF AMERICA NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | 525 S. JACKSON ST. SEATTLE, WA 98104 | $10K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $6K |
| BARNEY & BARNEY NONE | Insurance services; Direct payment from the plan Service code 23 | PO BOX 85638 SAN DIEGO, CA 92186 | $5K |
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 | 516 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 8 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 524 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 602 | $51K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 606 | $16K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 614 | $555K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 614 | — |
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 compensation exceeds 5% of premium. This is either a small-plan minimum fee or an inefficient broker structure open to a counter-bid.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.