No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.1M |
| PAYER MATRIX EIN 81-3946362 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $544K |
| GALLAGHER (ARTHUR J. GALLAGHER) EIN 36-2481781 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $175K |
| LABOR FIRST EIN 06-1750191 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $153K |
| INDIA MONTANEZ EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $140K |
| MORGAN, LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $125K |
| TINA GLENN EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $83K |
| ERIC BROOKS EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| ALFREDA GHILYARD EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $73K |
| NATESHE WILLIAMS EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $72K |
| EMPIRERX EIN 47-1226691 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $60K |
| PAMELA A SMITH-STRITE EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $58K |
| BRIDGEWAY BENEFIT TECHNOLOGIES NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 3700 KOPPERS ST. 400 BALTIMORE, MD 21227 | $55K |
| NOVAK FRANCELLA, LLC EIN 61-1436956 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $51K |
| 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 | $49K |
| GLENDELLE CAMERON-DIXON NONE | Direct payment from the plan; Other services Service code 49 | 12 CARDENTI CT NEWARK, DE 19702 | $42K |
| ADRIAN HURST EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $40K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment advisory (plan); Investment management fees paid directly by plan Service code 27 | — | $35K |
| O'DONOGHUE & O'DONOGHUE LLP NONE | Legal; Direct payment from the plan Service code 29 | 325 CHESTNUT STREET 515 PHILADELPHIA, PA 19106 | $35K |
| EVELYN ALAMEDA EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $34K |
| BERTA SHKODRA EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| BLAIR DEVALIA EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $29K |
| WORK & WELL INC EIN 22-3116423 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $24K |
| WELLS FARGO EIN 41-0449260 NONE | Direct payment from the plan; Account maintenance fees Service code 50 | — | $21K |
| CYNTHIA JONES-BROOKS NONE | Direct payment from the plan; Other services Service code 49 | 5433 N LAWRENCE ST, 1ST FL PHILADELPHIA, PA 19120 | $18K |
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 | 1,458 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,403 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,861 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 2,400 | $264K |
| Prescription drug | MEDCO CONTAINMENT LIFE INSURANCE CO. | 532 | $1.8M |
| Stop-loss / reinsurancereinsurance | INDEPENDENCE BLUE CROSS | 0 | $875K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,400 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.