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 | — | $2.2M |
| HEALTH CARE SOLUTIONS CORPORATION EIN 23-2630637 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $883K |
| EXPRESS SCRIPTS EIN 43-1420563 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $296K |
| ALLIED TRADES ASSISTANCE PROGRAM EIN 23-2591093 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $223K |
| CHARTWELL INVESTMENT PARTNERS EIN 36-4776242 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $203K |
| GUARDIAN NURSES EIN 57-1187937 NONE | Other services; Direct payment from the plan Service code 49 | — | $202K |
| KTP ADVISORS NONE | Direct payment from the plan; Other insurance fees and expenses Service code 50 | 130 BELLEVUE AVENUE, SUITE 211 NEWPORT, RI 02840 | $189K |
| FOUNDRY PARTNERS, LLC EIN 46-1184506 NONE | Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and fees; Investment management Service code 28 | — | $142K |
| JOHN HEENAN EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $120K |
| ELMC RX SOLUTIONS, LLC EIN 47-4776379 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $116K |
| THOMAS DOOLEY EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Recordkeeping fees; Employee (plan) Service code 30 | — | $102K |
| PAUL POTAKO EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Employee (plan); Recordkeeping fees Service code 30 | — | $93K |
| NATHAN SMITH EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Direct payment from the plan; Employee (plan) Service code 30 | — | $92K |
| CHARLES BUMBAUGH EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Employee (plan); Recordkeeping fees Service code 30 | — | $87K |
| TIMOTHY RUSSO EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $87K |
| INVESTMENT PERFORMANCE SERVICES EIN 58-2432392 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $84K |
| GINA PASTELLA EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Employee (plan); Direct payment from the plan Service code 30 | — | $81K |
| KAREN COUGLIN EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $79K |
| BETH MARTIN EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $76K |
| WILLIAM MCGUIRE EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $67K |
| ANTHONY DEFEO EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Employee (plan); Recordkeeping fees Service code 30 | — | $67K |
| ANDREA GASS EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Employee (plan); Direct payment from the plan Service code 30 | — | $66K |
| ANN CAPALDI EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $64K |
| TIMOTHY NAGY EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Employee (plan); Recordkeeping fees Service code 30 | — | $63K |
| MARIA DANYLUK EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $63K |
| PATRICIA REPETSKI EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $60K |
| BOLTON PARTNERS NORTHEAST, INC. EIN 52-1231144 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $60K |
| CATHY SUE REARDON EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $60K |
| CHRISTINE SCIPIO EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Recordkeeping fees; Employee (plan) Service code 30 | — | $60K |
| SHIRLEY BEALL EIN 23-1402245 EMPLOYEE | Recordkeeping fees; Direct payment from the plan Service code 50 | — | $59K |
| CHRISTINE N. TRIFILETTI EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $58K |
| CLEARY, JOSEM & TRIGIANI LLP EIN 23-2657967 NONE | Legal; Direct payment from the plan Service code 29 | — | $57K |
| JESSICA TRAHEY EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $56K |
| GINA MARIE CICCARELLA EIN 23-1402245 EMPLOYEE | Employee (plan); Recordkeeping fees; Direct payment from the plan Service code 30 | — | $55K |
| KATHERINE ALBRIGHT EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Employee (plan); Recordkeeping fees Service code 30 | — | $53K |
| NOVAK FRANCELLA LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $46K |
| EDWARD LAUNSBERRY EIN 23-1402245 EMPLOYEE | Direct payment from the plan; Recordkeeping fees; Employee (plan) Service code 30 | — | $44K |
| WELLS FARGO BANK EIN 41-0449260 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $37K |
| PAMELA HERRERA EIN 23-1402245 EMPLOYEE | Employee (plan); Direct payment from the plan; Recordkeeping fees Service code 30 | — | $32K |
| VISION BENEFITS OF AMERICA INC. EIN 25-1149206 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $28K |
| 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 | $18K |
| THOMAS J. MCGOLDRICK, ESQUIRE NONE | Legal; Direct payment from the plan Service code 29 | 35 SHEFFIELD COURT COLLEGEVILLE, PA 19426 | $15K |
| ADP, INC. EIN 22-1467904 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $14K |
| SMITH-EDWARDS-DUNLAP CO. EIN 23-0539350 NONE | Other services; Direct payment from the plan Service code 49 | — | $9K |
| BOYD WATTERSON ASSET MANAGEMENT LLC | Investment management fees paid indirectly by plan; Investment management Service code 28 | — | $0 |
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 | 3,948 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,078 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 5,026 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | FIDELIO INSURANCE COMPANY | 4,811 | $4.1M |
| Short-term disability | AETNA HEALTH INC. | 3 | $16K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,811 | — |
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.