No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INTERNATIONAL BENEFITS ADMIN. EIN 11-3293162 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Claims processing; Recordkeeping fees Service code 12 | — | $960K |
| PAYER MATRIX LLC EIN 81-3946362 NONE | Consulting (general); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $290K |
| CLAUDIA MARQUEZ EIN 20-3244794 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $94K |
| PATRICK MCCABE EIN 20-3244794 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| JACKI MITCHELL EIN 20-3244794 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| MCCARTHY & PREECE, PLLC EIN 01-0727299 NONE | Legal; Direct payment from the plan Service code 29 | — | $48K |
| COMPREHENSIVE HEALTHCARE SYSTEMS EIN 47-4496373 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $45K |
| MARCIA SALOMON EIN 20-3244794 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| CATHY VASILE EIN 20-3244794 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $32K |
| ANGELA MCCABE EIN 20-3244794 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| JACQUELINE ELSNER EIN 20-3244794 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $29K |
| WEAVER & TIDWELL, LLP EIN 75-0786316 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| ANDREW FAIR EIN 20-3244794 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $18K |
| BRYAN C. MCCARTHY EIN 20-3244794 TRUSTEE | Trustee (individual); Direct payment from the plan Service code 20 | — | $18K |
| DAVID J. MAHONEY EIN 20-3244794 TRUSTEE | Direct payment from the plan; Trustee (individual) Service code 20 | — | $18K |
| BANK OF AMERICA EIN 59-0906609 NONE | Other services; Direct payment from the plan Service code 49 | — | $18K |
| SUMMIT ACTUARIAL SERVICES, INC. EIN 20-3838633 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $15K |
| QUAN-VEST CONSULTING, INC. EIN 11-2559669 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $8K |
| D.D. SERVICES, INC. EIN 11-2705347 NONE | Claims processing; Plan Administrator; Direct payment from the plan Service code 12 | — | $7K |
| LAWRENCE FISCHER, PC EIN 13-4920330 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $6K |
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 | 766 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 766 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | GREAT MIDWEST INSURANCE COMPANY | 873 | $914K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 873 | — |
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.
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.