See 1 carrier contract 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALIGHT EIN 36-2235791 RECORD KEEPER | Direct payment from the plan; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $1.3M |
| STATE STREET GLOBAL ADVISERS EIN 81-4017137 INVESTMENT MANAGEMENT | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $531K |
| ANTHEM BLUE CROSS LIFE AND HEALTH EIN 95-4331852 NONE | Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $234K |
| BUSINESSSOLVER EIN 42-1503807 RECORD KEEPER | Direct payment from the plan; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $129K |
| STATE STREET BANK AND TRUST COMPANY EIN 04-1867445 TRUSTEE | Direct payment from the plan; Trustee (directed) Service code 25 | — | $118K |
| METLIFE EIN 82-2405817 NONE | Direct payment from the plan; Investment management fees paid directly by plan Service code 50 | — | $104K |
| ERNST & YOUNG EIN 34-6565596 ACCOUNTING INCD AUDITING | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $102K |
| HANLON BROWN DESIGN, INC. EIN 93-1010992 COPYING & DUPLICATING | Direct payment from the plan; Copying and duplicating Service code 36 | — | $65K |
| MERCER EIN 34-2015463 ACTUARY | Actuarial; Direct payment from the plan Service code 11 | — | $49K |
| AON INVESTMENTS USA INC. EIN 36-3109431 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $41K |
| DELOITTE TAX LLP EIN 86-1065772 OTHER SERVICES | Other fees; Direct payment from the plan Service code 50 | — | $38K |
| EXPRESS SCRIPTS, INC. EIN 22-3461740 OTHER FEES | Direct payment from the plan; Claims processing Service code 12 | — | $26K |
| CLIFTLARSONALLEN LLP EIN 41-0746749 OTHER SERVICES | Direct payment from the plan; Other fees Service code 50 | — | $22K |
| CALLAN HOLDINGS' INC EIN 82-2748926 NONE | Direct payment from the plan; Consulting fees Service code 50 | — | $10K |
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 | 5,162 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 4,884 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,046 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM BC HEALTH INSURANCE COMPANY | 477 | $2.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 477 | — |
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.
Schedule A changed between filings. The plan moved between insured and self-funded, or contracts were added or removed. The transition window is open.