No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES EIN 86-1323040 NONE | Direct payment from the plan; Claims processing; Other insurance fees and expenses Service code 12 | 224 NORTH PARK AVENUE FREMONT, NE 68025 | $329K |
| AETNA LIFE INSURANCE COMPANY EIN 06-6033492 NONE | Direct payment from the plan; Contract Administrator; Claims processing Service code 12 | 151 FARMINGTON AVENUE HARTFORD, CT 06156 | $209K |
| ZENITH AMERICAN SOLUTIONS INC. EIN 52-1590516 NONE | Contract Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 13 | 302 KNIGHTS RUN ROAD, SUITE 1100 TAMPA, FL 33602 | $162K |
| THE MCKEOGH COMPANY EIN 23-3003375 NONE | Direct payment from the plan; Actuarial Service code 11 | 1001 CONSHOHOCKEN STATE ROAD WEST CONSHOHOCKEN, PA 19428 | $45K |
| MERANZE, KATZ & GAUDIOSO PC EIN 23-2331604 NONE | Legal; Direct payment from the plan Service code 29 | 121 SOUTH BROAD STREET PHILADELPHIA, PA 19102 | $40K |
| BACHELER & COMPANY PC EIN 23-2978066 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | 400 SOUTH KINGS HIGHWAY CHERRY HILL, NJ 08034 | $19K |
| AMALGAMATED BANK EIN 13-4920330 NONE | Custodial (securities); Investment management fees paid indirectly by plan; Investment management fees paid directly by plan Service code 19 | 275 7TH AVENUE NEW YORK, NY 10001 | $13K |
| VISION BENEFITS OF AMERICA EIN 25-1149206 NONE | Direct payment from the plan; Claims processing Service code 12 | 400 LYDIA STREET, SUITE 300 CARNEGIE, PA 15106 | $5K |
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 | 325 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 325 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION BENEFITS OF AMERICA | 326 | $5K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE COMPANY | 320 | $457K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 326 | — |
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.