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 4 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.
See commissions and fees for 4 broker rows. $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.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SO CA PIPE TRADES ADMIN CORP EIN 95-4557526 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $8.0M |
| BLUE SHIELD EIN 94-0360524 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $2.4M |
| NATIONAL INVESTMENT SERVICES EIN 80-0169636 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $1.1M |
| EIDE BAILLY LLP EIN 45-0250958 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $512K |
| SEGAL CONSULTING EIN 94-1503999 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $139K |
| MILLER KAPLAN ARASE & CO EIN 95-2036255 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $131K |
| BUSH GOTTLIEB EIN 95-2956616 NONE | Legal; Direct payment from the plan Service code 29 | — | $122K |
| RAEL & LETSON EIN 94-1701048 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $110K |
| O'DONOGHUE & O'DONOGHUE EIN 53-0120518 NONE | Direct payment from the plan; Legal Service code 29 | — | $57K |
| MEDICAL EVALUATION SPECIALIST NONE | Direct payment from the plan; Other services Service code 49 | 100 MORSE STREET NORWOOD, MA 02062 | $56K |
| RISING MEDICAL SOLUTIONS EIN 22-2027092 NONE | Plan Administrator; Direct payment from the plan Service code 14 | — | $33K |
| NEW ENGLAND PENSION CONSULTANTS EIN 04-2927339 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $15K |
| US BANK EIN 31-0841368 NONE | Custodial (other than securities); Float revenue; Trustee (bank, trust company, or similar financial institution) Service code 18 | — | $10K |
| MARSH MCLENNAN AGENCY, LLC EIN 36-2668272 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $8K |
| COMMUNICATE WRITE NONE | Direct payment from the plan; Consulting (general) Service code 16 | 2482 BILLINGSCEY ROAD COLUMBUS, OH 43235 | $8K |
| HEALTHRISK RESOURCE GROUP EIN 82-0474664 NONE | Direct payment from the plan; Plan Administrator Service code 14 | — | $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 | 10,691 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 73 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 10,764 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 15,984 | $6.6M |
| Vision | VISION SERVICE PLAN | 6,203 | $658K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 15,984 | — |
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."
Total premium grew more than 20% over the prior year. Good candidate for re-shopping the carriers.
The primary carrier changed from the prior filing. The plan is willing to move. Re-pitch on the next cycle.
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.