No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TRI-STATE ADMINISTRATORS EIN 22-3478819 NONE | Direct payment from the plan; Contract Administrator; Consulting (general) Service code 13 | 27 ROLAND AVENUE MT LAUREL, NJ 08054 | $2.3M |
| INDEPENDENCE BLUE CROSS EIN 23-2184623 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $728K |
| AMERIHEALTH ADMINISTRATORS EIN 23-2521508 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $477K |
| SPEAR WILDERMAN PC EIN 23-2749511 NONE | Legal; Direct payment from the plan Service code 29 | 230 S BROAD ST,SUITE 1400 PHILADELPHIA, PA 19102 | $173K |
| EXPRESS SCRIPTS INC EIN 43-1420563 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $138K |
| O'BRIEN BELLAND & BUSHINSKY LLC EIN 37-1467056 NONE | Legal; Direct payment from the plan Service code 29 | — | $134K |
| HEALTH PLAN SYSTEMS EIN 01-0589640 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan Service code 15 | — | $115K |
| BARATZ & ASSOCIATES, P.A. EIN 22-2212404 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $34K |
| STEVENS & LEE NONE | Legal; Direct payment from the plan Service code 29 | 620 FREEDOM BUSINESS CENT KING OF PRUSSIA, PA 19406 | $20K |
| CHEIRON INC EIN 13-4215617 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $13K |
| MORGAN STANLEY SMITH BARNEY EIN 26-4310632 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $10K |
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 | 2,737 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 524 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 3,261 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION BENEFITS OF AMERICA | 2,485 | $126K |
| Life insurance | AMALGAMATED LIFE INSURANCE CO | 1,978 | $123K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE CO | 1,250 | $667K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,485 | — |
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."
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.