No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ACTIVATE HEALTHCARE EIN 27-0908752 NONE | Other services Service code 49 | — | $2.2M |
| BENESYS, INC. EIN 38-2383171 NONE | Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan Administrator Service code 13 | — | $630K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 84-0747736 NONE | Other fees Service code 99 | — | $466K |
| BROWNSTEIN HYATT FARBER SCHRECK LLP EIN 26-1367865 NONE | Legal Service code 29 | — | $307K |
| RUBINBROWN LLP EIN 43-0765316 NONE | Accounting (including auditing) Service code 10 | — | $208K |
| LABCORP NONE | Other services Service code 49 | PO BOX 12140 BURLINGTON, NC 272162140 | $178K |
| NATIONAL INVESTMENT SERVICES OF AME EIN 84-3937993 NONE | Investment management fees paid directly by plan Service code 51 | — | $174K |
| CHEIRON, INC. EIN 13-4215617 NONE | Actuarial Service code 11 | — | $133K |
| IHD HOLDINGS, LLC EIN 84-4865867 NONE | Consulting (general) Service code 16 | — | $119K |
| NAVITUS HEALTH SOLUTIONS, LLC EIN 04-3608530 NONE | Claims processing Service code 12 | — | $117K |
| NEVADA HEALTH SOLUTIONS LLC EIN 46-2711071 NONE | Other fees Service code 99 | — | $107K |
| SMART SOURCE EIN 30-0830429 NONE | Copying and duplicating; Participant communication Service code 36 | — | $99K |
| AMERICAN HEALTH HOLDING, INC. EIN 31-1368946 NONE | Other services Service code 49 | — | $90K |
| INVESCO TRUST COMPANY EIN 46-3793325 NONE | Securities brokerage commissions and fees; Investment management Service code 28 | — | $78K |
| ZELIS CLAIMS INTEGRITY, LLC EIN 86-1040704 NONE | Other services Service code 49 | — | $77K |
| VAXSERVE EIN 23-2970998 NONE | Other services Service code 49 | — | $74K |
| HAIKAL EXEMPTION TRUST EIN 27-7131988 | Other services Service code 49 | — | $44K |
| LION BUFFALO, LLC EIN 83-0660314 | Other services Service code 49 | — | $42K |
| SYNERGY LABORATORIES DBA LAB EXPRES EIN 32-0599740 NONE | Other services Service code 49 | — | $28K |
| BMO HARRIS BANK N.A. EIN 36-2085229 NONE | Custodial (other than securities) Service code 18 | — | $28K |
| YOUNG AT HEART DISTRIBUTION EIN 45-1579476 NONE | Other services Service code 49 | — | $28K |
| ALLIANT INSURANCE SERVICES EIN 33-0785439 NONE | Consulting (general); Claims processing Service code 12 | — | $26K |
| HEALTH SERVICES COALITION EIN 88-0492643 NONE | Other services Service code 49 | — | $20K |
| UA LOCAL 525 EIN 88-0030428 AFFILIATED UNION LOCAL | Other services Service code 49 | — | $19K |
| CHUBB LIMITED EIN 13-1963496 NONE | Insurance services Service code 23 | — | $17K |
| NURSE CANDACE CONSULTING EIN 81-4655974 NONE | Other services Service code 49 | — | $17K |
| NEW ENGLAND PENSION CONSULTANTS LLC EIN 26-1429809 NONE | Consulting (general) Service code 16 | — | $15K |
| HEALTH CLAIM AUDITORS, INC EIN 88-0420540 NONE | Accounting (including auditing) Service code 10 | — | $12K |
| COVERALL NORTH AMERICA INC. EIN 33-0101479 NONE | Other services Service code 49 | — | $11K |
| QUEST DIAGNOSTICS INC. EIN 88-0099333 NONE | Other services Service code 49 | — | $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 | 1,235 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 369 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 1,604 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 427 | $107K |
| Vision | VISION SERVICE PLAN | 1,519 | $165K |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,696 | $52K |
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,661 | $1.2M |
| Other(3 contracts, 3 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 1,696 | $184K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,696 | — |
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.
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.