No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| PATH ADMINISTRATORS, INC. EIN 46-1226464 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $429K |
| CIGNA EIN 59-1031071 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $212K |
| BENECARD, INC. EIN 22-2998772 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $132K |
| CHARLES JOHNSTON EIN 23-2077724 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| DELTA DENTAL EIN 23-1667011 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $38K |
| CLEARY, JOSEM & TRIGIANI NONE | Legal; Direct payment from the plan Service code 29 | 325 CHESTNUT STREET PHILADELPHIA, PA 19106 | $34K |
| INETICO INC. EIN 20-0457663 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $33K |
| CBIZ EIN 23-1700844 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $29K |
| PFM ASSET MANAGEMENT, LLC EIN 23-3087064 NONE | Investment management fees paid directly by plan; Investment advisory (plan) Service code 27 | — | $29K |
| KANG HAGGERTY & FEYROT, LLC NONE | Legal; Direct payment from the plan Service code 29 | 123 S. BROAD STREET, SUITE 1670 PHILADELPHIA, PA 19109 | $22K |
| FISCHER DORWART EIN 23-2247478 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $19K |
| U.S. BANK EIN 31-0841368 NONE | Soft dollars commissions; Float revenue; Direct payment from the plan; Custodial (securities) Service code 19 | — | $6K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $5K |
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 | 933 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 553 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,486 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | GERBER LIFE | 920 | $493K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 920 | — |
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."
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.