No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| AETNA EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator Service code 13 | 15 FARMINGTON AVE HARTFORD, CT 06156 | $189K |
| SEGAL CONSULTING EIN 13-1975125 NONE | Direct payment from the plan; Actuarial Service code 11 | 101 NORTH WACKER DRIVE, SUITE 500 CHICAGO, IL 60606 | $145K |
| FABIAN & BYRN TPA, LLC EIN 25-1914887 NONE | Direct payment from the plan; Copying and duplicating; Contract Administrator Service code 13 | 425 EAGLE ROCK AVENUE SUITE 105 ROSELAND, NJ 07068 | $62K |
| CAPTRUST FINANCIAL ADVISORS EIN 26-0058143 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | 4208 SIX FORKS ROAD, STE 1700 RALEIGH, NC 27609 | $47K |
| MEYER UNKOVIC & SCOTT LLP EIN 25-4008021 NONE | Legal; Direct payment from the plan Service code 29 | 535 SMITHFIELD STREET, STE 1300 PITTSBURGH, PA 15222 | $35K |
| ALAN ROSS AND COMPANY, PC EIN 20-5367494 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | 10 HEARTHSTONE CT, STE 100 READING, PA 19606 | $12K |
| SAV-RX EIN 47-0527013 NONE | Claims processing; Direct payment from the plan Service code 12 | 224 NORTH PARK AVE FREMONT, NE 68025 | $7K |
| JENNINGS SIGMOND, PC EIN 23-2025670 NONE | Direct payment from the plan; Legal Service code 29 | 1835 MARKET ST, STE 2800 PHILADELPHIA, PA 191032923 | $7K |
| FOSTER & FOSTER EIN 59-1921114 NONE | Actuarial; Direct payment from the plan Service code 11 | 1136 HAMILTON STREET, STE 103 ALLENTOWN, PA 18101 | $6K |
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 | 410 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 130 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 540 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SIERRA HEALTH & LIFE INSURANCE COMPANY, INC | 199 | $287K |
| Vision | EYEMED VISION CARE | 2,354 | $37K |
| Life insurance | SYMETRA LIFE INSURANCE COMPANY | 408 | $98K |
| Short-term disability | SYMETRA LIFE INSURANCE COMPANY | 408 | $98K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 418 | $386K |
| Other | SYMETRA LIFE INSURANCE COMPANY | 408 | $98K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,354 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.