No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXPRESS SCRIPTS | Claims processing Service code 12 | 21653 NETWORK PLACE CHICAGO, IL 60673 | $4.2M |
| RT CONSULTING EIN 03-0611707 | Consulting (general) Service code 16 | 2-4 MAIN STREET PETERBOROUGH, NH 034580838 | $2.5M |
| HEALTH ANALYTIC PARTNERS | Consulting (general) Service code 16 | 3 TIMOR STREET STUART, FL 34496 | $774K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 02-0510530 | Contract Administrator Service code 13 | 300 GOFF FALLS ROAD MANCHESTER, NH 03111 | $431K |
| HOLIFIELD JANICH RACHAL & FERRERA | Legal Service code 29 | 700 12TH STREET, SUITE 70 WASHINGTON, DC 20005 | $189K |
| CAMBRIDGE ADVISORY GROUP EIN 20-1253830 | Actuarial Service code 11 | 1021 WEST 8TH AVENUE KING OF PRUSSIA, PA 19406 | $177K |
| BRESSLER, AMERY & ROSS | Legal Service code 29 | P.O. BOX 1980 MORRISTOWN, NJ 07962 | $154K |
| THE ERISA ADVISORY GROUP EIN 45-2841488 | Named fiduciary Service code 31 | 9506 WINDING RIDGE DRIVE DALLAS, TX 75238 | $113K |
| MAINI PARTNERS LLC | Consulting (general) Service code 16 | P.O. BOX 171321 BOSTON, MA 02117 | $78K |
| MODERN ASSISTANCE PROGRAM EIN 04-3014253 | Consulting (general) Service code 16 | 1400 HANCOCK STREET QUINCY, MA 02169 | $49K |
| MAHONEY SABOL & COMPANY LLP EIN 06-1289571 | Accounting (including auditing) Service code 10 | 180 GLASTONBURY BLVD GLASTONBURY, CT 06033 | $34K |
| GROOM LAW GROUP EIN 52-1219029 | Legal Service code 29 | 1701 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 | $31K |
| LORE, INC | Consulting (general) Service code 16 | P.O BOX 570 KITTERY, ME 03904 | $23K |
| ALEGEUS TECHNOLOGIES EIN 38-3261866 | Claims processing Service code 12 | BIN 129 MILWAUKEE, WI 53288 | $18K |
| ONE PATH, INC EIN 20-4040296 | Other services Service code 49 | 56 HIGH STREET NORTH ANDOVER, MA 01845 | $18K |
| USI INSURANCE SERVICES, LLC EIN 13-3771734 | Other insurance fees and expenses Service code 73 | 100 SUMMIT LAKE DRIVE VALHALLA, NY 10595 | $11K |
| HB PRINTING EIN 33-1073419 | Other services Service code 49 | 75 W MAIN STREET NORTHBOROUGH, MA 01532 | $9K |
| UPS | Other services Service code 49 | 55 GLENLAKE PARKWAY NE ATLANTA, GA 30328 | $9K |
| RATH YOUNG & PIGNATELLI EIN 02-0410400 | Legal Service code 29 | ONE CAPITAL PLAZA CONCORD, NH 03302 | $7K |
| MERRILL LYNCH | Custodial (securities) Service code 19 | 1020 POST ROAD, SUITE 200 DARIEN, CT 06820 | $0 |
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 | 1,572 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,572 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE | 1,573 | $4.5M |
| Life insurance | LIBERTY MUTUAL INSURANCE | 1,439 | $234K |
| Short-term disability(2 contracts, 2 carriers) | LIBERTY MUTUAL INSURANCE | 1,439 | $247K |
| Long-term disability(2 contracts, 2 carriers) | LIBERTY MUTUAL INSURANCE | 1,439 | $247K |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE | 1,573 | $4.5M |
| Other(2 contracts, 2 carriers) | LIBERTY MUTUAL INSURANCE | 1,439 | $247K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,573 | — |
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 >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.