See 4 carrier contracts 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.
See commissions and fees for 4 broker rows with Solo.
Solo shows the commissions and fees paid to each broker on this plan. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WILLIS TOWERS WATSON US LLC EIN 53-0181291 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $53K |
| MOSS ADAMS LLP EIN 91-0189318 ACCOUNTANT | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $34K |
| UBS FINANCIAL SERVICES, INC. EIN 13-2638166 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $21K |
| MATRIX TRUST COMPANY EIN 75-3182674 CORPORATE TRUSTEE | Trustee (bank, trust company, or similar financial institution); Float revenue; Direct payment from the plan; Investment management fees paid indirectly by plan Service code 21 | — | $17K |
| TOWERS WATSON INVESTMENT SVCS, INC. EIN 52-1868818 NONE | Direct payment from the plan; Investment management Service code 28 | — | $15K |
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 | 221 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 135 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 356 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICES ASSOCIATION | 106 | $549K |
| Vision | VISION SERVICE PLAN | 58 | $7K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 129 | $13K |
| Prescription drug(2 contracts, 2 carriers) | HAWAII MEDICAL SERVICES ASSOCIATION | 106 | $549K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 129 | — |
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."
No prospect flags tripped on this filing.