No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMERIHEALTH ADMIN,INC (INDEPENDENCE EIN 23-2521508 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Claims processing; Contract Administrator; Direct payment from the plan Service code 12 | — | $2.1M |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $675K |
| EXPRESS SCRIPTS, INC EIN 22-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $530K |
| EASTERN ATLANTIC STATES REGIONAL CO EIN 25-0849687 NONE | Direct payment from the plan; Other fees Service code 50 | — | $509K |
| CARPENTERS BENEFIT FUNDS OF PHILADE EIN 23-1613018 NONE | Other fees; Direct payment from the plan Service code 50 | — | $487K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $329K |
| IAN RUEGG EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $224K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Investment management fees paid directly by plan; Shareholder servicing fees; Custodial (securities); Other services; Other investment fees and expenses; Investment management fees paid indirectly by plan; Float revenue; Investment management Service code 19 | — | $209K |
| KROLL HEINEMEN PTASIEWICZ & PARSONS EIN 76-0760981 NONE | Legal; Direct payment from the plan Service code 29 | — | $187K |
| STRASSHEIM GRAPHIC DESIGN & PRESS EIN 20-4437831 NONE | Other services; Direct payment from the plan Service code 49 | — | $179K |
| SIERRA INVESTMENT PARTNERS, INC. EIN 68-0370668 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $162K |
| BEN CAMACHO SR. EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $160K |
| MENTAL HEALTH CONSULANTS INC. EIN 23-2508393 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $158K |
| THE REVOLT GROUP LLC EIN 46-3524964 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $154K |
| RACHEL CORRADI EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $132K |
| DEBBIE KWIATEK EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $130K |
| LEVEL CARE HEALTH CONSORTIUM EIN 83-2819398 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $127K |
| LORD ABBETT & CO. LLC EIN 13-5620131 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $119K |
| SUSANIN WIDMAN & BRENNAN PC EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $114K |
| JARET GRANN EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $106K |
| JAY BUHAY EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $103K |
| WEDGE CAPITAL MANAGEMENT EIN 56-1557450 NONE | Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $94K |
| MERRILYN GUARDINO EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $93K |
| PROFLEX ADMINISTRATORS LLC EIN 45-3261121 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $90K |
| MICHAELA GRAMIAK EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $88K |
| MARY FITZPATRICK EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $82K |
| BEN KIESER EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| STEPHANIE ABASS-SHEREEF EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $75K |
| CAROLE FACKINA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $72K |
| THE SEGAL COMPANY (EASTERN STATES) EIN 13-1835864 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $72K |
| LESLIE DIGITAL IMAGING, LLC EIN 11-3523525 NONE | Direct payment from the plan; Other services Service code 49 | — | $71K |
| MAE HOWARD EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $71K |
| JACQUELINE ERVIN EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $69K |
| EVELYN SOTO EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| JUDY ISAACS EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| CONNOR, STRONG & BUCKELEW CO, LLC EIN 21-0718159 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $65K |
| BENITO CAMACHO III EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $61K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $57K |
| DIANNE MODICA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| CASSIE MELLEA EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $52K |
| ELLA OILAM YUNG EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| NATACHA RACINE EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| JASON GEROW EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| INVESTMENT PERFORMANCE SERVICES,LLC EIN 58-2432390 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $45K |
| SARA MOLINA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| CATHERINE BYRNES EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| SANDY GARRIDO EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| MAUREEN MCCAULEY-BEVILACQUA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $41K |
| GAIL MORRONE EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $41K |
| SLC MANAGEMENT EIN 47-3503928 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $40K |
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 | 5,690 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,217 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 8,907 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
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.