No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC EIN 62-1116095 NONE | Plan Administrator Service code 14 | — | $144K |
| CONNECTICUT GENERAL LIFE INSURANCE EIN 06-0303370 NONE | Named fiduciary; Participant communication; Contract Administrator; Claims processing; Float revenue; Non-monetary compensation; Other services; Direct payment from the plan Service code 12 | — | $81K |
| DELTA DENTAL OF THE D.C. OF COLUMBI EIN 52-1479587 NONE | Contract Administrator Service code 13 | — | $30K |
| CALIBRE CPA GROUP PLLC EIN 47-0900880 NONE | Accounting (including auditing) Service code 10 | — | $16K |
| MORGAN STANLEY SMITH BARNEY LLC EIN 26-4310632 NONE | Direct payment from the plan; Custodial (securities); Investment advisory (plan); Securities brokerage commissions and fees Service code 19 | — | $12K |
| SLEVIN & HART EIN 52-1708613 NONE | Legal Service code 29 | — | $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 | 176 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 207 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 383 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | ULLICO | 383 | $52K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 383 | — |
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.