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 | — | $900K |
| UEA, INC. EIN 93-0991444 SUBSIDIARY OF UMTA | Contract Administrator; Direct payment from the plan Service code 13 | — | $717K |
| CIGNA HEALTH AND LIFE INSURANCE CO. EIN 59-1031071 NONE | Float revenue; Non-monetary compensation; Other services; Claims processing; Participant communication; Direct payment from the plan; Contract Administrator Service code 12 | — | $379K |
| QUEST INVESTMENT MANAGEMENT EIN 93-0880854 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $86K |
| HEALTHX, INC. EIN 35-1928243 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services Service code 15 | — | $63K |
| RUSSEL CONSULTING GROUP, LLC EIN 47-2398348 NONE | Consulting (general); Direct payment from the plan; Insurance brokerage commissions and fees; Actuarial; Insurance agents and brokers Service code 11 | — | $60K |
| BARRAN LIEBMAN EIN 93-1251627 NONE | Legal; Direct payment from the plan Service code 29 | — | $50K |
| RSC INSURANCE BROKERAGE, INC. EIN 16-1689464 NONE | Consulting (general); Insurance agents and brokers; Actuarial; Direct payment from the plan Service code 11 | — | $45K |
| PRISM HEALTH GROUP, LLC EIN 88-2321599 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $39K |
| WITHUMSMITH+BROWN, PC EIN 22-2027092 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $24K |
| US BANK, NA EIN 31-0841368 NONE | Soft dollars commissions; Direct payment from the plan; Custodial (securities); Other services; Float revenue Service code 19 | — | $24K |
| WELLDYNERX, LLC EIN 84-1515837 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $14K |
| PROACT NONE | Other services; Direct payment from the plan Service code 49 | 6333 STATE ROUTE 298 SYRACUSE, NY 13057 | $13K |
| ANDERSON ZURMUEHLEN & CO EIN 81-0385940 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $12K |
| WINDSOR STRATEGY PARTNERS, INC. EIN 81-0912547 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $10K |
| GENOVA BURNS, LLC EIN 22-2940404 NONE | Legal; Direct payment from the plan Service code 29 | — | $8K |
| JOHN MORRISON NONE | Consulting (general); Direct payment from the plan; Other services Service code 16 | 624 GILBERT STREET HELENA, MT 59601 | $7K |
| ZELIS CLAIMS INTEGRITY EIN 86-1040704 NONE | Other services; Direct payment from the plan Service code 49 | — | $6K |
| CIGNA | Direct payment from the plan; Other services; Contract Administrator; Float revenue; Participant communication; Named fiduciary; Non-monetary compensation; Claims processing Service code 12 | — | $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 | 1,441 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 14 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,455 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 131 | $2.5M |
| Dental(6 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 956 | $2.8M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,482 | $138K |
| Stop-loss / reinsurancereinsurance | PARTNERRE AMERICA INSURANCE COMPANY (PRAIC) | 2,564 | $105K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,482 | $138K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,564 | — |
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.