See 8 carrier contracts with Solo.
Solo shows premium, covered lives, retention and the policy renewal window for each contract. $4.99 for your first month, then $34.99 a month. Cancel any time.
See commissions and fees for 6 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| US BENEFITS INC. EIN 93-0929070 SUBSIDIARY OF UMTA | Claims processing; Direct payment from the plan Service code 12 | — | $1.2M |
| UEA, INC. EIN 93-0991444 SUBSIDIARY OF UMTA | Contract Administrator; Direct payment from the plan Service code 13 | — | $520K |
| ZELIS CLAIMS INTEGRITY EIN 86-1040704 NONE | Other services; Direct payment from the plan Service code 49 | — | $310K |
| NAVITUS HEALTH SOLUTIONS EIN 04-3608530 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $131K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Direct payment from the plan; Investment management; Non-monetary compensation Service code 28 | — | $78K |
| CRAFORD BENEFITS CONSULTANT EIN 93-1218774 NONE | Direct payment from the plan; Insurance agents and brokers; Actuarial; Consulting (general) Service code 11 | — | $69K |
| AMERICAN HEALTH HOLDINGS EIN 31-1368946 NONE | Direct payment from the plan; Other services Service code 49 | — | $57K |
| PROVIDENCE PLAN PARTNERS EIN 91-1861964 NONE | Direct payment from the plan; Other services Service code 49 | — | $54K |
| QUALIS HEALTH EIN 91-1072875 NONE | Other services; Direct payment from the plan Service code 49 | — | $46K |
| ISLER NORTHWEST LLC EIN 20-4823470 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $45K |
| BUTLER PARTNERS & ASSOCIATES, LLC EIN 93-1301255 NONE | Insurance agents and brokers; Direct payment from the plan; Consulting (general) Service code 16 | — | $36K |
| BARRAN LIEBMAN EIN 91-1251627 NONE | Legal; Direct payment from the plan Service code 29 | — | $28K |
| OPTUMHEALTH CARE SOLUTIONS, LLC EIN 41-1591944 NONE | Direct payment from the plan; Other services Service code 49 | — | $26K |
| US BANK, NA EIN 31-0841368 NONE | Custodial (securities); Soft dollars commissions; Other services; Float revenue; Direct payment from the plan Service code 19 | — | $22K |
| MANAGED HEALTHCARE NORTHWEST, INC. EIN 93-0914759 NONE | Direct payment from the plan; Other services Service code 49 | — | $16K |
| MEGNA LAW FIRM EIN 22-3845256 NONE | Legal; Direct payment from the plan Service code 29 | — | $10K |
| COFINITY, LLC EIN 20-1274723 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| JOHN M MORRISON NONE | Consulting (general); Other services; Direct payment from the plan Service code 16 | 624 GILBERT STREET HELENA, MT 59601 | $8K |
| WINDSOR STRATEGY PARTNERS, INC EIN 81-6912547 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $7K |
| DENTAL OPTIONS EIN 91-1837255 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance services; Direct payment from the plan Service code 15 | — | $6K |
| THE PHIA GROUP NONE | Other services; Direct payment from the plan Service code 49 | 163 BAY STATE DRIVE BRAINTREE, MA 02184 | $6K |
| INSTINET NONE | Direct payment from the plan; Securities brokerage Service code 33 | 09 WEST 49TH STREET NEW YORK, NY 10019 | $5K |
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 | 2,477 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 21 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,498 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 256 | $3.8M |
| Dental(5 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 2,038 | $4.5M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,679 | $97K |
| Stop-loss / reinsurancereinsurance | PARTNERRE AMERICA INSURANCE COMPANY (PRAIC) | 2,354 | $340K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,679 | $100K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,679 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.