No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INS CO EIN 06-6033492 NONE | Claims processing; Direct payment from the plan; Contract Administrator Service code 12 | — | $307K |
| RHONDA MURRAY EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $220K |
| MILLIMAN INC EIN 91-0675641 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $124K |
| DEBRA LEVIN EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $123K |
| SPIVAK LIPTON LLP EIN 13-3494495 NONE | Legal; Direct payment from the plan Service code 29 | — | $120K |
| ALEJANDRA VEGA-ROJAS EIN 13-2643045 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $83K |
| DAWN NEDD EIN 13-2643045 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| BLITMAN & KING LLP EIN 16-1047304 NONE | Legal; Direct payment from the plan Service code 29 | — | $59K |
| SCHULTHEIS & PANETTIERI LLP EIN 13-1577780 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $53K |
| SANIA KHAN EIN 13-2643045 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $43K |
| HILB GROUP OF NEW ENGLAND LLC EIN 47-4324398 NONE | Insurance agents and brokers; Consulting (general); Direct payment from the plan Service code 16 | — | $38K |
| DANIEL GRAHAM EIN 13-2643045 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| WILMINGTON TRUST EIN 51-0055023 NONE | Investment management fees paid directly by plan; Custodial (securities); Investment management Service code 19 | — | $26K |
| M&T BANK EIN 16-0538020 NONE | Direct payment from the plan; Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $18K |
| GALLAGHER FIDUCIARY ADVISORS, LLC EIN 36-4291971 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $17K |
| WEX HEALTH INC NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | 700 25TH AVE E WEST FARGO, ND 58078 | $10K |
| LOCKTIGHT SOLUTIONS, INC EIN 22-3825157 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $10K |
| ADP, INC NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | ONE ADP BLVD ROSELAND, NJ 07068 | $9K |
| ROYAL PRINTING EIN 22-1898677 NONE | Direct payment from the plan; Other services Service code 49 | — | $6K |
| ADMINISTRATIVE SERVICES ONLY, INC EIN 11-2995970 NONE | Direct payment from the plan; Claims processing; Contract Administrator Service code 12 | — | $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 | 856 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 856 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AETNA LIFE INSURANCE CO. | 450 | $97K |
| Vision | AETNA LIFE INSURANCE CO. | 450 | $97K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 577 | $683K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 577 | — |
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.