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 4 broker rows. $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 |
|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY EIN 41-1289245 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $205K |
| ELK CREEK PARTNERS, LLC EIN 27-5463196 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan Service code 28 | — | $142K |
| STATE STREET BANK AND TRUST EIN 93-0249060 NONE | Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management; Custodial (securities); Trustee (directed); Other fees; Custodial (other than securities) Service code 18 | — | $133K |
| ROBECO INVESTMENT MANAGEMENT, INC. EIN 98-0202744 NONE | Soft dollars commissions; Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan Service code 28 | — | $119K |
| SANDS CAPITAL MANAGEMENT, LLC EIN 20-2830751 NONE | Investment management; Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Direct payment from the plan; Soft dollars commissions Service code 28 | — | $82K |
| HEALTHSMART BENEFIT SOLUTIONS EIN 36-4099199 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $66K |
| MARATHON LONDON NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | 118. NORTH BEDFORD ROAD SUITE 202 MT KISCO, NY 10549 | $65K |
| DODGE AND COX EIN 94-1441976 NONE | Investment management fees paid indirectly by plan; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| WELLS CAPITAL MANAGEMENT EIN 95-3692822 NONE | Investment management fees paid directly by plan; Direct payment from the plan; Investment management Service code 28 | — | $47K |
| PIMCO EIN 33-0629048 NONE | Direct payment from the plan; Investment management; Investment management fees paid directly by plan Service code 28 | — | $39K |
| DELOITTE & TOUCHE LLP EIN 13-3891517 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $37K |
| AON HEWITT INVESTMENT CONSULTING EIN 36-2235791 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $21K |
| JENNISON ASSOCIATES LLC NONE | Investment management; Direct payment from the plan; Investment management fees paid directly by plan Service code 28 | 466 LEXINGTON AVENUE NEW YORK, NY 10017 | $13K |
| CIGNA EIN 23-1503749 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $12K |
| NEXT CENTURY GROWTH INVESTORS, LLC EIN 41-1923871 NONE | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management; Soft dollars commissions Service code 28 | — | $10K |
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 | 4,225 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 813 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,038 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 7,525 | $5.8M |
| Other(2 contracts) | MINNESOTA LIFE INSURANCE COMPANY | 7,525 | $5.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,525 | — |
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."
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.