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 | — | $2.5M |
| ERIC BROOKS EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $116K |
| MORGAN, LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $114K |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $112K |
| LAVERENE DEVALIA EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $85K |
| TINA GLENN EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $74K |
| MARY CATHERINE PASKIEWICZ EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $67K |
| 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 | — | $66K |
| PAMELA A SMITH-STRITE EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $63K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $56K |
| NATESHE WILLIAMS EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $51K |
| GLENDELLE CAMERON-DIXON NONE | Other services; Direct payment from the plan Service code 49 | 12 CARDENTI CT NEWARK, DE 19702 | $48K |
| GALLAGHER FIDUCIARY ADVISORS LLC EIN 36-4291971 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $40K |
| EVELYN ALAMEDA EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $39K |
| GRACE MUHAMMAD EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $34K |
| BLAIR DEVALIA EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $33K |
| ALFREDA GHILYARD EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $30K |
| BENEFIT3 INC NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 2865 SOUTH EAGLE RD, 373 NEWTOWN, PA 18940 | $29K |
| CHARLES E DANIEL JR EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $28K |
| BASIR MCCOY EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $27K |
| INDIA MONTANEZ EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $26K |
| WELLS FARGO EIN 41-0449260 NONE | Custodial (securities); Direct payment from the plan; Account maintenance fees Service code 19 | — | $20K |
| CYNTHIA JONES-BROOKS NONE | Other services; Direct payment from the plan Service code 49 | 5433 N LAWRENCE ST, 1ST FL PHILADELPHIA, PA 19120 | $19K |
| MACRO CONSULTING GROUP INC EIN 36-3555078 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $16K |
| THE O'NEIL CONSULTING GROUP EIN 23-1719817 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $15K |
| FREEDMAN & LORRY PC EIN 23-2158375 NONE | Legal; Direct payment from the plan Service code 29 | — | $7K |
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 | 3,105 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,949 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 6,054 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DOMINION DENTAL SERVICES, INC. | 2,954 | $475K |
| Stop-loss / reinsurancereinsurance | AETNA | 0 | $3.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,954 | — |
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.