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 9 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 2 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 |
|---|---|---|---|
| MASONRY INDUSTRY TRUST ADMIN. EIN 93-1144705 | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $383K |
| VALENZ CLAIM | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | DEPT 3819 PO BOX 123819 DALLAS, TX 75312 | $241K |
| BRADLEY L. MIDDLETON, PC EIN 93-1215960 | Legal; Direct payment from the plan Service code 29 | — | $130K |
| MIDDLETON & CO, CPA, PC EIN 93-0809066 | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $60K |
| INNOVATIVE CARE MANAGEMENT | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | PO BOX 22386 PORTLAND, OR 97269 | $57K |
| KEYCORP EIN 34-6542451 | Shareholder servicing fees; Custodial (securities); Custodial (other than securities); Contract Administrator; Account maintenance fees; Recordkeeping fees; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 13 | — | $14K |
| METROPOLITAN WEST ASSET MGMT, LLC 9 | Investment management fees paid indirectly by plan; Distribution (12b-1) fees; Other investment fees and expenses Service code 52 | — | $12K |
| PROSERVE HEALTH INFORMATICS | Direct payment from the plan; Consulting (general) Service code 16 | PO BOX 968 CUYAHOGA FALLS, OH 44223 | $10K |
| MODA HEALTH, INC. EIN 93-0989307 | Direct payment from the plan; Claims processing Service code 12 | 601 SW SECOND AVENUE PORTLAND, OR 97204 | $10K |
| DODGE & COX FUNDS - DODIX 94-307328 | Insurance brokerage commissions and fees; Other investment fees and expenses; Investment management fees paid indirectly by plan Service code 52 | — | $8K |
| ECHO HEALTH, INC. | Copying and duplicating; Direct payment from the plan; Consulting (general) Service code 16 | 868 CORPORATE WAY WESTLAKE, OH 44145 | $6K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 | Direct payment from the plan; Insurance services; Other insurance fees and expenses Service code 23 | — | $5K |
| KEYCORP 34-6542451 | Float revenue; Recordkeeping fees; Account maintenance fees; Custodial (securities); Custodial (other than securities); Direct payment from the plan; Shareholder servicing fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 13 | — | $164 |
| DODGE & COX FUNDS - DODIX EIN 94-3073289 | Distribution (12b-1) fees; Investment management fees paid indirectly by plan; Other investment fees and expenses Service code 52 | — | $0 |
| METROPOLITAN WEST ASSET MGMT, LLC EIN 95-4625304 | Investment management fees paid indirectly by plan; Other investment fees and expenses; Distribution (12b-1) fees Service code 52 | — | $0 |
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 | 639 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 115 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 754 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 139 | $613K |
| Dental(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 139 | $654K |
| Vision(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 692 | $667K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 669 | $14K |
| Prescription drug(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 139 | $879K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 634 | $672K |
| Other(3 contracts, 3 carriers) | UNITED AMERICAN INSURANCE COMPANY | 669 | $283K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 692 | — |
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."
No prospect flags tripped on this filing.