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 1 contract row 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BUSINESSOLVER EIN 42-1503807 RECORD KEEPER | Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $657K |
| METLIFE INVESTMENT MANAGEMENT EIN 82-2405817 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $375K |
| STATE STREET GLOBAL ADVISORS TRUST EIN 81-4017137 INVESTMENT MANAGEMENT | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $267K |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 CONTRACT ADMINISTRATOR | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Direct payment from the plan; Float revenue; Claims processing Service code 12 | — | $216K |
| HANLON BROWN DESIGN, INC. EIN 93-1010992 COPYING & DUPLICATING | Direct payment from the plan; Copying and duplicating Service code 36 | — | $136K |
| AON INVESTMENTS USA INC. EIN 36-3109431 INVESTMENT CONSULTANT | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $80K |
| CROWE LLP EIN 35-0921680 AUDIT | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $54K |
| CLIFTONLARSONALLEN LLP EIN 41-0746749 OTHER SERVICES | Direct payment from the plan; Other fees Service code 50 | — | $50K |
| MERCER EIN 34-2015463 ACTUARY | Direct payment from the plan; Actuarial Service code 11 | — | $50K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 TRUSTEE | Custodial (securities); Direct payment from the plan Service code 19 | — | $45K |
| DELOITTE TAX LLP EIN 86-1065772 OTHER SERVICES | Other fees; Direct payment from the plan Service code 50 | — | $39K |
| EXPRESS SCRIPTS, INC. EIN 43-1420563 OTHER FEES | Claims processing; Direct payment from the plan Service code 12 | — | $19K |
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 | 4,748 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 11,663 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 16,411 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BLUE CROSS | 729 | $2.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 729 | — |
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.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.