No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM HEALTH PLANS, INC EIN 06-1475928 NONE | Other services; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing Service code 12 | — | $208K |
| R. HERTEL EIN 06-1013879 EMPLOYEE | Employee (plan) Service code 30 | — | $56K |
| BEERS, HAMERMAN, COHEN & BURGER, PC EIN 47-2517893 NONE | Accounting (including auditing) Service code 10 | — | $49K |
| D. STARR EIN 06-1013879 EMPLOYEE | Employee (plan) Service code 30 | — | $44K |
| PETER J. REIMER, LLC EIN 83-0366061 NONE | Actuarial Service code 11 | — | $40K |
| K. NORDBERG EIN 06-1013879 EMPLOYEE | Employee (plan) Service code 30 | — | $34K |
| REID & RIEGE EIN 06-0867204 NONE | Legal Service code 29 | — | $32K |
| METROPOLITAN LIFE INSURANCE COMPANY EIN 13-5581829 NONE | Claims processing; Contract Administrator Service code 12 | — | $30K |
| V. URBANO EIN 06-1013879 EMPLOYEE | Employee (plan) Service code 30 | — | $25K |
| MPL LLC NONE | Other commissions; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | 23 MAIDEN LANE NORTH HAVEN, CT 06473 | $25K |
| CT COALITION TH HEALTH FUNDS EIN 22-3176650 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $22K |
| ENVISIONRX EIN 90-1011712 NONE | Claims processing; Contract Administrator Service code 12 | — | $20K |
| BOSTON TRUST & INVESTMENT COMPANY EIN 04-2273811 NONE | Investment management Service code 28 | — | $19K |
| ROBERT M. CHEVERIE & ASSOC., PC EIN 06-1335139 NONE | Legal Service code 29 | — | $17K |
| LHV EMPLOYEE ASSISTANCE PROGRAM EIN 13-3240307 NONE | Other services Service code 49 | — | $13K |
| NEPC EIN 04-2927339 NONE | Investment advisory (plan) Service code 27 | — | $13K |
| INFORMATION TECHNOLOGY GROUP EIN 06-1140281 NONE | Other services Service code 49 | — | $5K |
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 | 446 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 23 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 469 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | AMALGAMATED LIFE INSURANCE COMPANY | 437 | $47K |
| Stop-loss / reinsurancereinsurance | ANTHEM HEALTH PLANS, INC. | 467 | $360K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 467 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.