No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK EIN 23-1294723 NONE | Other services; Float revenue; Claims processing Service code 12 | — | $404K |
| CENTRAL DATA SERVICES EIN 25-1352803 NONE | Contract Administrator Service code 13 | — | $209K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Actuarial; Consulting (general) Service code 11 | — | $103K |
| ENVISION PHARMACEUTICAL SERVICES, L EIN 90-1011712 NONE | Claims processing Service code 12 | 2181 E. AURORA ROAD SUITE 201 TWINSBURG, OH 44087 | $53K |
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 NONE | Claims processing Service code 12 | — | $48K |
| DICLAUDIO & KRAMER, LLC EIN 27-0889793 NONE | Accounting (including auditing) Service code 10 | — | $24K |
| JUBELIRER, PASS & INTRIERI EIN 25-1340770 NONE | Legal Service code 29 | — | $16K |
| GALLAGHER FIDUCIARY ADVISORS, LLC EIN 25-1590035 NONE | Investment advisory (plan) Service code 27 | — | $15K |
| NATIONAL VISION ADMINISTRATORS, LLC NONE | Claims processing Service code 12 | 1200 ROUTE WEST CLIFTON, NJ 07013 | $7K |
| CALIBRE CPA GROUP NONE | Accounting (including auditing) Service code 10 | 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA, MD 20814 | $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 | 1,000 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 402 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,402 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | SMART NATIONAL HEALTH PLAN | 363 | $1.5M |
| Dental | UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY | 437 | $136K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 3,259 | $71K |
| Stop-loss / reinsurancereinsurance | HIGHMARK CASUALTY INSURANCE CO | 3,083 | $742K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 3,259 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,259 | — |
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.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.