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 14 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 | Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees Service code 13 | — | $340K |
| VALENZ CLAIM | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | PO BOX 123819 DALLAS, TX 75312 | $180K |
| MIDDLETON & CO., CPA, PC EIN 93-0809066 | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $66K |
| INNOVATIVE CARE MANAGEMENT | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | PO BOX 22386 PORTLAND, OR 97269 | $38K |
| BRADLEY L. MIDDLETON, PC EIN 93-1215960 | Legal; Direct payment from the plan Service code 29 | — | $24K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 | Direct payment from the plan; Other investment fees and expenses; Investment management; Investment management fees paid directly by plan Service code 28 | — | $21K |
| CANOPY EAP EIN 93-0774210 | Other services; Direct payment from the plan Service code 49 | — | $11K |
| MILLIMAN EIN 91-0675641 | Direct payment from the plan; Consulting fees; Actuarial Service code 11 | 1455 SW BROADWAY STE 1600 PORTLAND, OR 97201 | $7K |
| MARKEL AMERICAN INSURANCE EIN 54-1398877 | Other insurance fees and expenses; Direct payment from the plan; Insurance services Service code 23 | — | $7K |
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 | 467 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 49 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 516 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 7 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 202 | $1.2M |
| Dental(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 1,012 | $1.5M |
| Vision(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 202 | $1.2M |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 478 | $21K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 918 | $1.8M |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE CO. | 417 | $858K |
| Other(9 contracts, 7 carriers) | HCC LIFE INSURANCE COMPANY | 478 | $148K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,012 | — |
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."
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.