No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WEB-TPA EIN 75-2611444 NONE | Contract Administrator; Claims processing Service code 12 | — | $1.1M |
| VISION SERVICE PLAN EIN 75-2348381 NONE | Insurance services Service code 23 | — | $523K |
| THE SEGAL COMPANY EIN 13-1975125 ACTUARY | Actuarial; Consulting (general) Service code 11 | — | $79K |
| BENEFIT ELECT NONE | Other services Service code 49 | 835 S.W. YATES DR., SUITE 202 BEND, OR 97702 | $74K |
| BENECARD RX NONE | Other services Service code 49 | P.O. BOX 90369 LAKELAND, FL 33804 | $69K |
| BHMS EIN 75-2403190 NONE | Investment management fees paid directly by plan Service code 51 | — | $56K |
| TOWERS WATSON EIN 53-0181291 NONE | Investment advisory (plan) Service code 27 | — | $46K |
| STATE STREET BANK EIN 04-1867445 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $45K |
| WELLINGTON TRUST CO EIN 04-2755549 NONE | Investment management fees paid directly by plan Service code 51 | — | $44K |
| WILKINS FINSTON EIN 27-5546855 ATTORNEY | Legal Service code 29 | — | $36K |
| LAW OFFICE OF DAVID A, MCKAY LLC ATTORNEY | Legal Service code 29 | 4555 MANSELL ROAD, SUITE 300 ALPHAARETTA, GA 30022 | $36K |
| BAKER TILLY EIN 39-0859910 ACCOUNTANT | Accounting (including auditing) Service code 10 | — | $18K |
| BLACKROCK EIN 94-6052285 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $13K |
| DAVIS DYER MAX NONE | Other services Service code 49 | 3200 BROADWAY BLVD STE 400 GARLAND, TX 75043 | $10K |
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 | 5,706 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,319 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 9,025 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 8,480 | $607K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,480 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.