No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $2.2M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $109K |
| ERIC BROOKS EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $107K |
| LAVERENE DEVALIA EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $75K |
| MORGAN, LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $74K |
| TINA GLENN EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| PAMELA A SMITH-STRITE EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $62K |
| GLENDELLE CAMERON-DIXON NONE | Direct payment from the plan; Other services Service code 49 | 12 CARDENTI CT NEWARK, DE 19702 | $47K |
| MARY CATHERINE PASKIEWICZ EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| BASIR MCCOY EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| INNOVATIVE SOFTWARE SOLUTIONS INC EIN 23-2182079 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $41K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $41K |
| THE O'NEIL CONSULTING GROUP EIN 23-1719817 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $40K |
| INDIA MONTANEZ EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| EVELYN ALAMEDA EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| CHARLES E DANIEL JR EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $37K |
| GRACE MUHAMMAD EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $36K |
| BLAIR DEVALIA EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $31K |
| ALFREDA GHILYARD EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| CYNTHIA JONES-BROOKS NONE | Direct payment from the plan; Other services Service code 49 | 5433 N LAWRENCE ST, 1ST FL PHILADELPHIA, PA 19120 | $26K |
| MACRO CONSULTING GROUP INC EIN 36-3555078 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $17K |
| FREEDMAN & LORRY PC EIN 23-2158375 NONE | Legal; Direct payment from the plan Service code 29 | — | $15K |
| WELLS FARGO EIN 41-0449260 NONE | Account maintenance fees; Custodial (securities); Direct payment from the plan Service code 19 | — | $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 | 2,646 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 115 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,761 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DOMINION DENTAL SERVICES, INC. | 2,614 | $452K |
| Stop-loss / reinsurancereinsurance | AETNA | 0 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,614 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.