No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC EIN 62-1116095 NONE | Plan Administrator Service code 14 | — | $145K |
| CONNECTICUT GENERAL LIFE INSURANCE EIN 06-0303370 NONE | Contract Administrator; Non-monetary compensation; Direct payment from the plan; Other services; Participant communication; Named fiduciary; Claims processing; Float revenue Service code 12 | — | $84K |
| DELTA DENTAL OF THE D.C. OF COLUMBI EIN 52-1479587 NONE | Contract Administrator Service code 13 | — | $27K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $17K |
| ENVISION PHARMACEUTICAL SERVICES EIN 05-0570786 NONE | Contract Administrator Service code 13 | — | $11K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Direct payment from the plan; Custodial (securities); Securities brokerage commissions and fees; Investment advisory (plan) Service code 19 | — | $10K |
| SLEVIN & HART EIN 52-1708613 NONE | Legal Service code 29 | — | $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 | 178 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 215 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 393 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | ULLICO | 395 | $53K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 395 | — |
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.