No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK EIN 23-1294723 NONE | Float revenue; Other services; Claims processing Service code 12 | — | $685K |
| CENTRAL DATA SERVICES EIN 25-1352803 NONE | Contract Administrator Service code 13 | — | $252K |
| THE SEGAL COMPANY EIN 13-1975125 NONE | Other commissions; Consulting (general); Actuarial Service code 11 | — | $110K |
| UNITED CONCORDIA COMPANIES, INC. EIN 25-1687586 NONE | Claims processing Service code 12 | — | $71K |
| RXBENEFITS, INC. EIN 63-1157085 NONE | Claims processing Service code 12 | — | $54K |
| GRIDIRON PARTNERS, LLC NONE | Investment management; Soft dollars commissions Service code 28 | 101 BRADFORD ROAD SUITE 200 WEXFORD, PA 15090 | $42K |
| DICLAUDIO & KRAMER, LLC EIN 27-0889793 NONE | Accounting (including auditing) Service code 10 | — | $28K |
| ANDCO CONSULTING, LLC EIN 59-3676225 NONE | Investment advisory (plan) Service code 27 | — | $25K |
| PNC BANK EIN 25-1211909 NONE | Float revenue; Custodial (securities); Investment management fees paid indirectly by plan Service code 19 | — | $19K |
| JUBELIRER, PASS & INTRIERI EIN 25-1340770 NONE | Legal Service code 29 | — | $15K |
| CALIBRE CPA GROUP NONE | Accounting (including auditing) Service code 10 | 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA, MD 20814 | $11K |
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 | 991 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 407 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,398 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | SMART NATIONAL HEALTH PLAN | 488 | $2.4M |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,190 | $76K |
| Stop-loss / reinsurancereinsurance | BERKSHIRE HATHAWAY SPECIALTY INSURANCE | 2,818 | $553K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 2,190 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,818 | — |
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."
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.