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 |
|---|---|---|---|
| DODGE AND COX EIN 94-1441976 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Direct payment from the plan Service code 28 | — | $234K |
| PIMCO EIN 33-0629048 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management Service code 28 | — | $156K |
| WILLIS TOWERS WATSON NONE | Actuarial; Direct payment from the plan Service code 11 | 10975 STERLING VIEW DRIVE SOUTH JORDAN, UT 84095 | $92K |
| WELLMARK INC. NONE | Direct payment from the plan; Claims processing Service code 12 | 1331 GRAND AVENUE PO BOX 9232 DES MOINES, IA 503069232 | $83K |
| PRINCIPAL GLOBAL INVESTORS NONE | Direct payment from the plan; Investment management fees paid directly by plan; Investment management Service code 28 | 711 HIGH STREET DES MOINES, IA 50392 | $47K |
| MOSS ADAMS, LLP EIN 91-0189318 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $43K |
| BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Direct payment from the plan; Trustee (directed); Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $33K |
| STATE STREET GLOBAL ADVISORS EIN 04-1867445 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $15K |
| AON CONSULTING EIN 22-2232264 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $11K |
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 | 4,755 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 934 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,689 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 8,552 | $4.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,552 | — |
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.
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.