No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION EIN 39-1400101 NONE | Consulting fees; Plan Administrator; Claims processing; Other fees; Consulting (general) Service code 12 | — | $962K |
| UNITED HEALTH CARE INSURANCE CO. EIN 36-2739571 NONE | Other fees; Claims processing Service code 12 | — | $493K |
| MERCER HEALTH & BENEFITS LLC EIN 13-2834414 NONE | Consulting (general); Consulting fees Service code 16 | — | $181K |
| US BANK NATIONAL ASSOCIATION EIN 31-0841368 NONE | Custodial (securities); Custodial (other than securities); Direct payment from the plan Service code 18 | — | $112K |
| EXPRESS SCRIPTS HOLDING COMPANY NONE | Claims processing; Direct payment from the plan Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $106K |
| THE PREVIANT LAW FIRM, S.C. EIN 39-1211596 NONE | Legal; Other fees Service code 29 | — | $87K |
| ANTHEM BLUE CROSS BLUE SHIELD EIN 39-1365594 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $63K |
| DELTA DENTAL OF WISCONSIN, INC. NONE | Direct payment from the plan; Claims processing Service code 12 | 1233 N. MAYFAIR ROAD #204 MILWAUKEE, WI 53226 | $53K |
| CASE MANAGEMENT SPECIALISTS, INC. NONE | Other fees; Other services Service code 49 | 553 S INDUSTRIAL DR. #6 HARTLAND, WI 53029 | $37K |
| SIKICH LLP EIN 36-3168081 NONE | Accounting (including auditing); Other fees Service code 10 | — | $33K |
| REINHART BOERNER VAN DEUREN S.C. EIN 39-1126909 NONE | Other fees; Legal Service code 29 | — | $30K |
| MEDEXPERT INTERNATIONAL, INC. NONE | Other fees; Other services Service code 49 | PO BOX 750 MENLO PARK, CA 94026 | $17K |
| WEX HEALTH, INC. EIN 06-1593514 NONE | Direct payment from the plan; Claims processing Service code 12 | 82 HOPMEADOW STREEET, SUITE 220 SIMSBURY, CT 06089 | $17K |
| MAY, BONEE & CLARK INSURANCE NONE | Direct payment from the plan; Claims processing Service code 12 | 180 GLASTONBURY BLVD. SUITE 401 GLASTONBURY, CT 06033 | $14K |
| AURORA EMPLOYER SOLUTIONS EIN 39-1442285 NONE | Other fees; Other services Service code 49 | — | $12K |
| UNITED ACTUARIAL SERVICES EIN 35-2156428 NONE | Consulting (general); Consulting fees Service code 16 | — | $9K |
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 | 974 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 289 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,263 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HCC LIFE INSURANCE COMPANY | 1,059 | $152K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,059 | — |
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.