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 1 contract row 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 |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD EIN 38-2069753 NONE | Claims processing; Direct payment from the plan; Other services Service code 12 | — | $2.5M |
| NORTHERN TRUST INVESTMENTS INC EIN 36-3608252 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $447K |
| SECURIAN EIN 41-1412669 NONE | Direct payment from the plan; Claims processing; Other services Service code 12 | — | $406K |
| WILLIS TOWERS WATSON EIN 53-0181291 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $230K |
| NISA INVESTMENT ADVISORS LLC EIN 48-1140940 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $229K |
| BDO USA, P.C. EIN 13-5381590 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $93K |
| DELTA EIN 38-1791480 NONE | Other services; Direct payment from the plan; Claims processing Service code 12 | — | $88K |
| LIFEWORKS (US) LTD. EIN 52-1883918 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $81K |
| THE NORTHERN TRUST COMPANY EIN 36-1561860 NONE | Float revenue; Investment advisory (plan); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment management Service code 21 | — | $56K |
| LISANTI CAPTIAL GROWTH, LLC NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 777 THIRD AVENUE 14 FLOOR NEW YORK, NY 10017 | $47K |
| WILLIAM BLAIR NONE | Investment management fees paid directly by plan; Investment management Service code 28 | 150 NORTH RIVERSIDE PLAZA CHICAGO, IL 60606 | $39K |
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 | 2,995 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,995 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | SECURIAN LIFE INSURANCE COMPANY | 2,179 | $454K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,179 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
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.