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 |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. EIN 52-1590516 NONE | Direct payment from the plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $170K |
| AETNA NONE | Claims processing; Direct payment from the plan Service code 12 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $122K |
| PARKER SMITH & FEEK NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | 2233 112TH AVE BELLEVUE, WA 98004 | $80K |
| HEALTH CARE COST MANAGEMENT CORP EIN 94-3283661 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $49K |
| BRIDGEHEALTH MEDICAL INC EIN 26-0804648 NONE | Other services; Direct payment from the plan Service code 49 | — | $40K |
| LAW OFFICE OF MARY STOLL EIN 91-0730364 NONE | Legal; Direct payment from the plan Service code 29 | — | $38K |
| US BANK EIN 31-0841368 NONE | Custodial (other than securities); Direct payment from the plan; Custodial (securities) Service code 18 | — | $35K |
| RENALOGIC NONE | Claims processing; Direct payment from the plan; Other services Service code 12 | 22601 N 19TH AVE PHOENIX, AZ 85027 | $23K |
| ANASTASI, MOORE & MARTIN, PLLC EIN 20-8149084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| MCKENZIE ROTHWELL BARLOW & COUGHRAN EIN 91-0889948 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
| ALASKA USA INSURANCE EIN 91-1014997 NONE | Direct payment from the plan; Insurance agents and brokers; Consulting (general); Insurance services Service code 16 | — | $7K |
| WPAS INC EIN 91-1363171 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Plan Administrator; Claims processing; Direct payment from the plan Service code 10 | — | $6K |
| WILLIS OF WISCONSIN INC EIN 39-0765647 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $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 | 533 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 25 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 558 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 536 | $9K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 567 | $712K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 536 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 567 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.