No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS PLUS EIN 23-0370270 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $2.7M |
| HEALTH CARE SOLUTIONS CORPORATION EIN 23-2630637 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $905K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $501K |
| BESTCO BENEFIT PLAN, LLC EIN 06-1490685 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $336K |
| BOYD WATTERSON ASSET MANAGEMENT LLC EIN 34-1922005 NONE | Investment management; Investment management fees paid indirectly by plan Service code 28 | — | $239K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $203K |
| GUARDIAN NURSES EIN 57-1187937 NONE | Direct payment from the plan; Other services Service code 49 | — | $202K |
| GINA PASTELLA EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Recordkeeping fees; Employee (plan) Service code 30 | — | $157K |
| KAREN COUGLIN EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Recordkeeping fees; Employee (plan) Service code 30 | — | $153K |
| FOUNDRY PARTNERS, LLC EIN 46-1184506 NONE | Securities brokerage commissions and fees; Investment management fees paid directly by plan; Soft dollars commissions; Investment management Service code 28 | — | $123K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $122K |
| CHRISTINE SCIPIO EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Employee (plan); Direct payment from the plan Service code 30 | — | $115K |
| PAMELA HERRERA EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $109K |
| CHRISTINE N. TRIFILETTI EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $108K |
| GINA MARIE CICCARELLA EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $96K |
| PAUL POTAKO EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $92K |
| ANTHONY DEFEO EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $90K |
| JOHN HEENAN EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| COLUMBIA PARTNERS LLC INVESTMENT EIN 52-1940739 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $75K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432392 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $72K |
| MARIA DANYLUK EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $62K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 52-1231144 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $60K |
| THOMAS DOOLEY EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $59K |
| LAWRENCE HUGHES EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $58K |
| CLEARY, JOSEM & TRIGIANI LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $46K |
| ELMC RX SOLUTIONS, LLC NONE | Direct payment from the plan; Consulting (general) Service code 16 | 135 EAST 57TH STREET - STE 1903 NEW YORK, NY 10022 | $44K |
| WELLS FARGO BANK EIN 41-0449260 NONE | Direct payment from the plan; Custodial (securities) Service code 19 | — | $39K |
| JESSICA TRAHEY EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $38K |
| TIMOTHY RUSSO EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| ANDREA GASS EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Recordkeeping fees; Employee (plan) Service code 30 | — | $33K |
| DEBORAH SHEEHAN EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| JRP & ASSOCIATES, LLC NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 115 ROSE TWIG LANE NORTH WALES, PA 19454 | $31K |
| BETH MARTIN EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| VISION BENEFITS OF AMERICA INC. EIN 25-1149206 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $30K |
| ADP, INC. EIN 22-1467904 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $10K |
| SMITH-EDWARDS-DUNLAP CO. EIN 23-0539350 NONE | Direct payment from the plan; Other services Service code 49 | — | $9K |
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 | 4,345 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,264 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,609 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KEYSTONE-65 | 1 | $2K |
| Dental | FIDELIO INSURANCE COMPANY | 4,786 | $4.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,786 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.