No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AMERIHEALTH ADMIN, INC EIN 23-2521508 NONE | Claims processing; Direct payment from the plan; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 12 | — | $1.8M |
| EXPRESS SCRIPTS, INC EIN 43-1420563 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $795K |
| EASTERN ATLANTIC STATES REGIONAL CO EIN 25-0849687 NONE | Direct payment from the plan; Other services Service code 49 | — | $541K |
| CARPENTERS PEN & ANN FD OF PHILADEL EIN 23-1613018 NONE | Other services; Direct payment from the plan Service code 49 | — | $522K |
| SCHULTHEIS & PANETTIERI, LLP EIN 13-1577780 AUDITOR | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $498K |
| CHARTWELL INVESTMENT PARTNERS, LLC EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $498K |
| KROLL HEINEMEN PTASIEWICZ & PARSONS EIN 76-0760981 NONE | Legal; Direct payment from the plan Service code 29 | — | $280K |
| THE BANK OF NEW YORK MELLON EIN 13-5160382 NONE | Other services; Custodial (securities); Float revenue; Investment management fees paid directly by plan; Shareholder servicing fees; Investment management; Investment management fees paid indirectly by plan; Other investment fees and expenses Service code 19 | — | $248K |
| THE REVOLT GROUP LLC EIN 46-3524964 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $234K |
| IAN RUEGG EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $232K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $162K |
| MENTAL HEALTH CONSULANTS INC. EIN 25-2508393 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $158K |
| ROYAL PRINTING SERVICE EIN 22-1898677 NONE | Direct payment from the plan; Other services Service code 49 | — | $151K |
| RACHEL CORRADI EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $139K |
| SIERRA INVESTMENT PARTNERS, INC. NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 101 YGNACIO VALLEY ROAD, SUITE 300 WALNUT CREEK, CA 94596 | $133K |
| DEBBIE KWIATEK EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $133K |
| STRASSHEIM GRAPHIC DESIGN & PRESS C EIN 20-4437831 NONE | Other services; Direct payment from the plan Service code 49 | — | $128K |
| JARET GRANN EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $123K |
| CIGNA HEALTH AND LIFE INSURANCE CO EIN 59-1031071 NONE | Float revenue; Other services; Claims processing; Non-monetary compensation; Direct payment from the plan; Participant communication; Named fiduciary; Contract Administrator Service code 12 | — | $117K |
| SEGAL SELECT INSURANCE SERVICES INC EIN 46-0619194 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $115K |
| LEVEL CARE HEALTH CONSORTIUM EIN 83-2819398 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $115K |
| SUSANIN WIDMAN & BRENNAN PC EIN 23-2265950 NONE | Legal; Direct payment from the plan Service code 29 | — | $105K |
| JAY BUHAY EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $105K |
| MERRILYN GUARDINO EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $97K |
| 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 |
| LORD ABBETT & CO. LLC EIN 13-5620131 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $89K |
| MARY FITZPATRICK EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $87K |
| BEN KIESER EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| STEPHANIE ABASS-SHEREEF EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| WEDGE CAPITAL MANAGEMENT LLP EIN 56-1557450 NONE | Investment management fees paid indirectly by plan; Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $82K |
| EVELYN SOTO EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $79K |
| CAROLE FACKINA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $77K |
| JACQUELINE ERVIN EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $74K |
| BENITO CAMACHO III EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $74K |
| JUDY ISAACS EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $70K |
| VANCE LUND EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| BEN CAMACHO EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| CONNOR, STRONG & BUCKELEW CO, LLC EIN 21-0718159 NONE | Direct payment from the plan; Actuarial Service code 11 | — | $65K |
| DIANNE MODICA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $57K |
| INVESTMENT PERFORMANCE SERVICES LLC EIN 58-2432390 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $57K |
| CASSIE MELLEA EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $56K |
| ERIK LARSEN EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| NICOLE CAMB EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $55K |
| JASON GEROW EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $54K |
| SARA MOLINA EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $53K |
| ELLA OILAM YUNG EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $53K |
| NATACHA RACINE EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $52K |
| CATHERINE BYRNES EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $50K |
| SANDY GARRIDO EIN 22-6032181 NONE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| ANGELICA STANOJLOVIC EIN 22-6032181 NONE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
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 | 11,140 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6,101 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 17,241 | 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."
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.