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 2 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.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFITS ADMINISTRATIVE SERVICES CO EIN 34-1627054 NONE | Contract Administrator; Direct payment from the plan; Participant communication Service code 13 | — | $178K |
| GROOM LAW GROUP EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $58K |
| WELLS FARGO BANK EIN 94-1347393 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $45K |
| CDS ADMINISTRATORS, INC. EIN 25-1352803 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $43K |
| BDO USA, LLP EIN 13-5381590 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $42K |
| MILLIMAN USA EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $38K |
| RICHARD LICHTENSTEIN EIN 20-8994719 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $29K |
| IAN D.LANOFF EIN 33-9329225 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $14K |
| THE SEGAL CO. EIN 13-1835864 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $12K |
| GERALD HALLIBURTON EIN 20-8994719 NONE | Trustee (individual); Direct payment from the plan Service code 20 | — | $11K |
| JEFF KOSANKE EIN 20-8994719 NONE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $11K |
| DELTA DENTAL OF OHIO EIN 31-0685339 BENEFIT ADMINISTRATOR | Contract Administrator; Claims processing Service code 12 | — | $9K |
| VISION SERVICE PLAN EIN 31-0725743 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 271 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 271 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA HEALTH, INC. | 2 | $9K |
| Vision | VISION SERVICE PLAN | 232 | $25K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 232 | — |
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."
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
The filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.