No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| COMPREHENSIVE BENEFITS EIN 11-3056825 NONE | Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $441K |
| THE SEGAL COMPANY EIN 13-1835864 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $181K |
| STAHL COWEN CROWLEY ADDIS LLC EIN 36-4468439 NONE | Legal; Direct payment from the plan Service code 29 | — | $79K |
| MYCIO WEALTH PARTNERS LLC EIN 20-2611371 NONE | Investment management; Consulting fees; Direct payment from the plan; Consulting (general); Investment advisory (plan); Investment management fees paid directly by plan Service code 16 | — | $50K |
| BDO USA LLP EIN 13-5381590 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $40K |
| CHARLES SCHWAB BANK EIN 42-1558009 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $38K |
| RICHMOND CAPITAL MANAGEMENT INC EIN 54-1288566 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $35K |
| CS MCKEE LP EIN 25-1900687 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $22K |
| DONNA DOYLE EIN 20-7392576 NONE | Trustee (individual) Service code 20 | — | $13K |
| EDWARD BALCAR EIN 20-7392576 NONE | Trustee (individual) Service code 20 | — | $9K |
| JOHN BLACK EIN 20-7392576 NONE | Trustee (individual) Service code 20 | — | $9K |
| THOMAS SCHLEMMER EIN 20-7392576 NONE | Trustee (individual) Service code 20 | — | $9K |
| MICHAEL R. CARRIGAN EIN 20-7392576 NONE | Trustee (individual) Service code 20 | — | $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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,913 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,913 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Prescription drug | UNITED HEALTHCARE INSURANCE COMPANY | 2,913 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,913 | — |
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."
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.