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 5 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 |
|---|---|---|---|
| BENESYS INC EIN 38-2383171 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $192K |
| UNION BANK EIN 94-0304228 NONE | Direct payment from the plan; Other services Service code 49 | — | $94K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $66K |
| VENUTI & ASSOCIATES EIN 04-3721424 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $61K |
| NEYHART, ANDERSON, FLYNN & GROSBOLL EIN 94-2576729 NONE | Legal; Direct payment from the plan Service code 29 | — | $31K |
| WAGE WORKS EIN 94-3351864 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $26K |
| VERSUS ADVISORY, INC. EIN 91-1320111 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $9K |
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 | 309 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 84 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 393 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | 30 | $149K |
| Dental | UNITED HEALTHCARE INSURANCE COMPANY | 430 | $788K |
| Life insurance | UNITED HEALTHCARE INSURANCE COMPANY | 399 | $10K |
| Other | UNITED HEALTHCARE INSURANCE COMPANY | 399 | $10K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 920 | — |
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 filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported. Worth a call.