No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| RT CONSULTING EIN 03-0611707 CONSULTING | Direct payment from the plan; Consulting (general); Consulting fees Service code 16 | P O BOX 808 PETERBOROUGH, NH 03458 | $2.6M |
| HEALTH ANALYTIC PARTNERS NONE | Consulting fees; Direct payment from the plan; Consulting (general) Service code 16 | 3 TIMOR STREET STUART, FL 34496 | $750K |
| EXPRESS SCRIPTS CLAIMS PROCESSING | Direct payment from the plan; Claims processing Service code 12 | 21653 NETWORK PLACE CHICAGO, IL 60673 | $601K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 02-0510530 CLAIMS PROCESSING | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Claims processing; Direct payment from the plan; Float revenue; Contract Administrator Service code 12 | — | $403K |
| HOLIFIELD JANICH, PPLC EIN 84-4425474 LEGAL | Legal; Direct payment from the plan Service code 29 | — | $113K |
| ERISA ADVISORY GROUP EIN 14-6680608 FIDUCIARY | Legal; Direct payment from the plan Service code 29 | — | $110K |
| MAINI PARTNERS LLC EIN 46-4356033 NONE | Consulting fees; Consulting (general); Direct payment from the plan Service code 16 | — | $77K |
| MAHONEY SABOL & COMPANY LLP EIN 06-1289571 ACCOUNTING | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $58K |
| MERRILL LYNCH INVESTMENT MANAGEMENT | Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing Service code 15 | 1020 POST RD. DARIEN, CT 06820 | $50K |
| MODERN ASSISTANCE PROGRAM EIN 04-3014253 NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | — | $49K |
| STALL LEGAL, LLC EIN 84-5150054 LEGAL | Direct payment from the plan; Legal Service code 29 | — | $43K |
| VIMLY BENEFIT SOLUTIONS, INC NONE | Direct payment from the plan Service code 50 | PO BOX 6 MUKILTEO, WA 98275 | $33K |
| PITNEY BOWES BANK EIN 84-1386389 CUSTODIAN | Other services; Direct payment from the plan Service code 49 | — | $28K |
| SEQUOYA TECHNOLOGIES GROUP, LLC EIN 27-0021269 NONE | Consulting (general); Direct payment from the plan; Consulting fees Service code 16 | — | $27K |
| GROOM LAW GROUP, CHARTERED EIN 52-1219029 LEGAL | Direct payment from the plan; Legal Service code 29 | — | $25K |
| KORE INSURANCE HOLDINGS, LLC EIN 46-1497939 INSURANCE SERVICES | Direct payment from the plan; Consulting fees; Consulting (general) Service code 16 | — | $22K |
| LORE, INC NONE | Consulting (general); Consulting fees; Direct payment from the plan Service code 16 | P.O BOX 570 KITTERY, ME 03904 | $20K |
| ALEGEUS TECHNOLOGIES EIN 38-3261866 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $17K |
| MULTIPROCESS COMPUTER CORP. EIN 02-0435291 NONE | Direct payment from the plan Service code 50 | — | $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 | 1,198 | 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) | 1,198 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (G1820) | 1,228 | $6.2M |
| Vision | ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (G1820) | 1,228 | $6.2M |
| Life insurance(2 contracts, 2 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,336 | $173K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 121 | $40K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 118 | $48K |
| Stop-loss / reinsurancereinsurance(2 contracts, 2 carriers) | COMPANION LIFE INSURANCE COMPANY | 1,198 | $332K |
| Other | HARTFORD LIFE AND ACCIDENT | 103 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,336 | — |
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.