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No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LESLIE EDWARDS DAVIS PLAN ADMINISTRATOR | Plan Administrator Service code 14 | 6 UNIVERSITY DR STE 206-229 AMHERST, MA 01002 | $105K |
| CONGRUITY WORKS LLC EIN 47-4367694 COMPUTER CONSULTANT | Consulting (general) Service code 16 | — | $77K |
| KRISTINE JONES ADMINISTRATIVE ASSISTANT | Plan Administrator Service code 14 | 6 UNIVERSITY DR STE 206-229 AMHERST, MA 01002 | $69K |
| SOPHIA EYTEL ADMINISTRATIVE ASSISTANT | Plan Administrator Service code 14 | 6 UNIVERSITY DR STE 206-229 AMHERST, MA 01002 | $29K |
| LAPIER, DILLON & ASSOCIATES, P.C. EIN 32-0048525 AUDITORS | Accounting (including auditing) Service code 10 | — | $20K |
| NETLOGIX, INC. COMPUTER CONSULTANT | Consulting (general) Service code 16 | 7626 336TH AVE BURLINGTON, WI 53105 | $14K |
| ETICA, INC. CONSULTANTS | Consulting (general) Service code 16 | 8720 CASTLE CREEK PKWY E DR SUITE 400 INDIANAPOLIS, IN 46250 | $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 | 2,867 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,867 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(3 contracts) | ALTUS DENTAL INSURANCE COMPANY, INC. | 2,750 | $0 |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 13 | $1K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 13 | $1K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,750 | — |
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 prior year. Renewal pain — prime candidate for re-shopping the carriers.
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.