No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| IBX LEVEL CARE NONE | Claims processing Service code 12 | 1900 MARKET STREET PHILADELPHIA, PA 19103 | $1.9M |
| CARPENTERS COMBINED FUNDS, INC. EIN 25-1332392 ADMINISTRATOR | Contract Administrator Service code 13 | 650 RIDGE ROAD, SUITE 300 PITTSBURGH, PA 15205 | $1.9M |
| EXPRESS SCRIPTS EIN 22-3461740 NONE | Claims processing Service code 12 | 15419 DUNDAS DRIVE CYPRESS, TX 77429 | $590K |
| LEM MULTIFAMILY PARTNERSHIP EIN 83-1126027 NONE | Investment management Service code 28 | 2400 MARKET STREET, SUITE 303 PHILADELPHIA, PA 19103 | $244K |
| LYTLE EAP PARTNERS EIN 25-1419429 NONE | Other services Service code 49 | 200 CEDAR RIDGE DR, 208 PITTSBURGH, PA 15205 | $237K |
| GRIDIRON PARTNERS NONE | Investment management Service code 28 | 101 BRADFORD SCHOOL ROAD WEXFORD, PA 15090 | $167K |
| THE SEGAL CO. EIN 13-1975125 NONE | Actuarial Service code 11 | 1300 EAST NINTH STREET, SUITE 1900 CLEVELAND, OH 44114 | $160K |
| STEPHEN J. OBRIEN, ESQ EIN 25-1884429 NONE | Insurance agents and brokers Service code 22 | 650 RIDGE ROAD PITTSBURGH, PA 15205 | $145K |
| AETNA EIN 06-6033492 NONE | Claims processing Service code 12 | 1425 UNION MEETING ROAD BLUE BELL, PA 19422 | $129K |
| C.S. MCKEE EIN 25-1900687 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 420 FORT DUQUESNE BLVD 800 PITTSBURGH, PA 15222 | $95K |
| HIGHMARK EIN 23-1294723 NONE | Claims processing Service code 12 | 120 FIFTH AVENUE PLACE PITTSBURGH, PA 15222 | $82K |
| LONDON COMPANY EIN 90-0824693 NONE | Investment management Service code 28 | — | $81K |
| PNC ADVISORS EIN 25-1197336 CUSTODIAN | Custodial (securities) Service code 19 | 116 ALLEGHENY CENTER MALL PITTSBURGH, PA 15222 | $78K |
| PFM ASSET MANAGEMENT LLC EIN 23-3087064 NONE | Investment advisory (plan) Service code 27 | 213 MARKET STREET HARRISBURG, PA 17101 | $75K |
| CORRY CAPITAL ADVISORS EIN 38-3889041 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 514 BEAVER STREET, 3RD FLOOR SEWICKLEY, PA 15143 | $68K |
| HENRY ROSSI & CO., LLP EIN 25-1698043 NONE | Accounting (including auditing) Service code 10 | 50 SECO ROAD, SUITE A MONROEVILLE, PA 15146 | $54K |
| PRUDENTIAL EIN 52-1679020 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 751 BROAD STREET NEWARK, NJ 07102 | $36K |
| THE NORTHERN TRUST COMPANY EIN 36-2723087 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 50 S LASALLE STREET CHICAGO, IL 60603 | $31K |
| THE WAGNER LAW GROUP EIN 04-3323315 NONE | Consulting (general) Service code 16 | 858 KENNEBEC STREET PITTSBURGH, PA 15217 | $7K |
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 | 6,538 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 6,538 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.