No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CENTRAL DATA SERVICES, INC. EIN 25-1352803 NONE | Claims processing; Contract Administrator Service code 12 | — | $303K |
| HIGHMARK EIN 23-1294723 NONE | Claims processing; Other services; Float revenue Service code 12 | — | $106K |
| MANNING & NAPIER EIN 16-0995736 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $91K |
| HAWLEY CONSULTING GROUP EIN 72-1556047 NONE | Actuarial; Consulting (general) Service code 11 | — | $56K |
| DICLAUDIO & KRAMER, LLC EIN 27-0889793 NONE | Accounting (including auditing) Service code 10 | — | $34K |
| MEYER, UNKOVIC & SCOTT EIN 25-1008021 NONE | Legal Service code 29 | — | $24K |
| DELTA DENTAL EIN 23-1667011 NONE | Claims processing Service code 12 | — | $20K |
| INTERCONTINENTAL REAL ESTATE CORP. NONE | Investment management fees paid indirectly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Investment management Service code 28 | 1270 SOLDIERS FIELD ROAD BOSTON, MA 02135 | $19K |
| PNC BANK, N.A. EIN 25-1197336 NONE | Custodial (securities) Service code 19 | — | $19K |
| MARINER INSTITUTIONAL LLC NONE | Investment advisory (plan) Service code 27 | 531 W. MORSE BLVD. WINTER PARK, FL 32789 | $18K |
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 | 370 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 286 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 656 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. | 44 | $10K |
| Vision | VISION BENEFITS OF AMERICA, INC. | 471 | $53K |
| Stop-loss / reinsurancereinsurance | HIGHMARK CASUALTY INSURANCE CO | 987 | $402K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 987 | — |
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.