No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CARPENTERS COMBINED FUNDS, INC. EIN 25-1332392 ADMINISTRATOR | Contract Administrator Service code 13 | 650 RIDGE ROAD, SUITE 300 PITTSBURGH, PA 15205 | $1.7M |
| LYTLE EAP PARTNERS EIN 25-1419429 NONE | Other services Service code 49 | 200 CEDAR RIDGE DR, 208 PITTSBURGH, PA 15205 | $291K |
| THE SEGAL CO. EIN 13-1975125 NONE | Actuarial Service code 11 | 1300 EAST NINTH STREET, SUITE 1900 CLEVELAND, OH 44114 | $134K |
| STEPHEN J. OBRIEN, ESQ EIN 25-1884429 NONE | Insurance agents and brokers Service code 22 | 650 RIDGE ROAD PITTSBURGH, PA 15205 | $125K |
| GREENLIGHT INFORMATION SERVICES EIN 42-5248276 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 15375 BARRANCA PKWY A212 IRVINE, CA 92618 | $101K |
| PNC ADVISORS EIN 25-1197336 CUSTODIAN | Custodial (securities) Service code 19 | 116 ALLEGHENY CENTER MALL PITTSBURGH, PA 15222 | $98K |
| 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 | $88K |
| PFM ASSET MANAGEMENT LLC EIN 23-3087064 NONE | Investment advisory (plan) Service code 27 | 213 MARKET STREET HARRISBURG, PA 17101 | $75K |
| LONDON COMPANY EIN 90-0824693 NONE | Investment management Service code 28 | — | $63K |
| GRIDIRON PARTNERS NONE | Investment management Service code 28 | 101 BRADFORD SCHOOL ROAD WEXFORD, PA 15090 | $50K |
| NATIONAL VISION ADMINISTRATORS EIN 74-3033381 NONE | Claims processing Service code 12 | 1200 US-46 CLIFTON, NJ 07013 | $47K |
| HENRY ROSSI & CO., LLP EIN 25-1698043 NONE | Accounting (including auditing) Service code 10 | 50 SECO ROAD, SUITE A MONROEVILLE, PA 15146 | $34K |
| PRUDENTIAL EIN 52-1679020 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 751 BROAD STREET NEWARK, NJ 07102 | $33K |
| 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 | $6K |
| BROWN BROTHERS EIN 85-1862426 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $0 |
| 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 | $0 |
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 | 7,925 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 7,925 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 0 | $142K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 0 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.