No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CORESOURCE, INC. EIN 35-1846036 NONE | Other services; Claims processing; Plan Administrator Service code 12 | — | $130K |
| AMERICAN BENEFIT CORPORATION EIN 55-0672859 TPA | Plan Administrator; Direct payment from the plan Service code 14 | — | $38K |
| MEDICAL MUTUAL OF OHIO EIN 34-0648820 NONE | Claims processing; Other services Service code 12 | — | $31K |
| COLOMBO & COLOMBO EIN 38-2285740 ATTORNEY | Legal; Direct payment from the plan Service code 29 | — | $30K |
| HARRIS, HARDIN & COMPANY, A.C. EIN 55-0756523 NONE | Accounting (including auditing) Service code 10 | — | $16K |
| SEGAL CONSULTING EIN 13-1835864 NONE | Actuarial Service code 11 | — | $14K |
| CROWE HORAWTH LLP EIN 35-0921680 NONE | Accounting (including auditing) Service code 10 | 175 POWDER FOREST DRIVE, SUITE 301 SIMSBURY, CT 06089 | $6K |
| MORGAN STANLEY SMITH BARNEY EIN 20-8764829 CUSTODIAN | Direct payment from the plan; Other commissions; Other investment fees and expenses; Other fees; Securities brokerage; Investment advisory (plan); Other services Service code 27 | 7755 MONTGOMERY ROAD CINCINNATI, OH 45236 | $3K |
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 | 269 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 269 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 1,026 | $278K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 1,026 | $278K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 1,026 | $278K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,026 | — |
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."
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.