No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK BLUE SHIELD EIN 23-1294723 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $414K |
| BREIER GROUP CONCEPTS, INC. EIN 27-0589547 NONE | Other services; Consulting (general); Direct payment from the plan Service code 16 | — | $102K |
| SAV-RX PRESCRIPTION SERVICES EIN 47-0577013 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $71K |
| WILLIG, WILLIAMS & DAVIDSON EIN 23-2416488 NONE | Legal; Direct payment from the plan Service code 29 | — | $42K |
| LAKESHORE BENEFIT GROUP INSURANCE EIN 20-3607887 NONE | Insurance agents and brokers; Other insurance fees and expenses; Direct payment from the plan Service code 22 | — | $34K |
| BUCKNO, LISICKY & COMPANY EIN 23-2426656 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $30K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. EIN 23-2182079 NONE | Direct payment from the plan; Other services Service code 49 | — | $16K |
| CHRISTMAN AND COMPANY EIN 23-2696399 NONE | Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services Service code 10 | — | $13K |
| SUMMIT ACTURIAL SERVICES LLC EIN 20-3838633 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $7K |
| WELLS FARGO BANK, N.A. EIN 56-1354495 NONE | Investment management; Custodial (securities); Investment advisory (plan); Direct payment from the plan Service code 19 | — | $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 | 730 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 270 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 1,000 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | AIG BENEFIT SOLUTIONS | 1,000 | $712K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,000 | — |
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.