No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXCELLUS EIN 15-0329043 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $960K |
| HCC LIFE INSURANCE EIN 35-1817054 NONE | Insurance services; Direct payment from the plan Service code 23 | — | $336K |
| TAMMY MCMANUS EIN 15-0613682 STAFF | Employee (plan); Direct payment from the plan Service code 30 | — | $98K |
| MILLIMAN EIN 91-0675641 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $97K |
| TERRY MOON EIN 15-0613682 STAFF | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| VICKI SCHNEIDER EIN 15-0613682 STAFF | Employee (plan); Direct payment from the plan Service code 30 | — | $59K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Direct payment from the plan; Other fees Service code 50 | — | $58K |
| MANNING & NAPIER ADVISORS, INC. EIN 45-3328488 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $53K |
| CLAIRE GENETT EIN 15-0613682 STAFF | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| LORI INGALLS EIN 15-0613682 STAFF | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| KIM MAZZA EIN 15-0613682 STAFF | Direct payment from the plan; Employee (plan) Service code 30 | — | $51K |
| KIM SANDERSON EIN 15-0613682 STAFF | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| LISA CAPPELLO EIN 15-0613682 STAFF | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| INTEGRA CONSULTING EIN 16-1600723 NONE | Other fees; Direct payment from the plan Service code 50 | — | $49K |
| BLITMAN & KING EIN 16-1047304 NONE | Legal; Direct payment from the plan Service code 29 | — | $46K |
| HJ KNIGHT INTERNATIONAL EIN 04-2960092 NONE | Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $29K |
| DERMODY, BURKE & BROWN, CPAS, LLC EIN 01-0723685 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $28K |
| CLAIM TECHNOLOGIES EIN 42-1414040 NONE | Direct payment from the plan; Other services Service code 49 | — | $17K |
| WILMINGTON TRUST EIN 16-0538020 NONE | Investment management fees paid indirectly by plan; Employee (plan) Service code 30 | — | $14K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $9K |
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 | 11,243 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 182 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 11,425 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | HM LIFE INSURANCE COMPANY | 6,187 | $148K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,187 | — |
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.