No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HIGHMARK EIN 23-1294723 NONE | Claims processing Service code 12 | — | $152K |
| MEYER UNKOVIC AND SCOTT EIN 25-1008021 NONE | Legal Service code 29 | — | $17K |
| HUBBARD-BERT, INC NONE | Consulting (general) Service code 16 | 1250 TOWER LANE 2 ERIE, PA 16505 | $15K |
| INNOVATIVE SOFTWARE SOLUTIONS, INC EIN 23-2182079 NONE | Other services Service code 49 | — | $13K |
| BOGDAHN GROUP EIN 59-3676225 NONE | Consulting (general) Service code 16 | 4901 VINELAND RD SUITE 600 ORLANDO, FL 32811 | $11K |
| BENEFLEX, INC. NONE | Claims processing Service code 12 | 1030 STATE STREET, SUITE 2 ERIE, PA 16501 | $10K |
| FELIX AND GLOEKLER, PC EIN 26-0001555 NONE | Accounting (including auditing) Service code 10 | — | $9K |
| PNC FINANCIAL SERVICES GROUP EIN 25-1435979 NONE | Investment management Service code 28 | — | $9K |
| HALLET ASSOCIATES EIN 25-1592340 NONE | Actuarial Service code 11 | — | $7K |
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 | 246 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 101 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 347 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | HIGHMARK CASUALTY INSURANCE COMPANY | 669 | $755K |
| Stop-loss / reinsurancereinsurance | HIGHMARK CASUALTY INSURANCE COMPANY | 669 | $402K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 669 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.