No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| GALLAGHER (ARTHUR J. GALLAGHER) EIN 36-2481781 NONE | Consulting (general); Direct payment from the plan Service code 16 | — | $160K |
| LABOR FIRST EIN 06-1750191 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $143K |
| TINA GLENN EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $104K |
| MORGAN, LEWIS & BOCKIUS LLP EIN 23-0891050 NONE | Legal; Direct payment from the plan Service code 29 | — | $87K |
| ERIC BROOKS EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $81K |
| NATESHE WILLIAMS EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $80K |
| ALFREDA GHILYARD EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $77K |
| BRIDGEWAY BENEFIT TECHNOLOGIES EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $62K |
| PAMELA A SMITH-STRITE EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| SHELDON WILLIAMS EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| EMPIRERX EIN 47-1226691 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $52K |
| BENEFIT3 INC NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | 2865 SOUTH EAGLE RD, 373 NEWTOWN, PA 18940 | $49K |
| ADRIAN HURST EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $43K |
| BERTA SHKODRA EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $38K |
| EVELYN ALAMEDA EIN 23-2627429 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| O'DONOGHUE & O'DONOGHUE LLP EIN 53-0120528 NONE | Legal; Direct payment from the plan Service code 29 | — | $35K |
| BLAIR DEVALIA EIN 23-2627429 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $30K |
| SEGAL MARCO ADVISORS EIN 13-2646110 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $25K |
| PRINCIPAL CUSTODY SOLUTIONS EIN 42-0127290 NONE | Account maintenance fees; Direct payment from the plan Service code 50 | — | $20K |
| SEGALL BRYANT & HAMILL LLC EIN 46-6418945 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $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 | 1,424 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,372 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 2,796 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 2,174 | $228K |
| Prescription drug | MEDCO CONTAINMENT LIFE INSURANCE CO. | 479 | $1.2M |
| Stop-loss / reinsurancereinsurance | INDEPENDENCE BLUE CROSS | 0 | $820K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,174 | — |
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.