No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EXPRESS SCRIPTS, INC. EIN 43-1420563 NONE | Claims processing; Direct payment from the plan; Insurance services Service code 12 | — | $391K |
| HIGHMARK EIN 23-1294723 NONE | Claims processing; Direct payment from the plan; Insurance services Service code 12 | — | $193K |
| CDS ADMINISTRATORS EIN 25-1352803 NONE | Claims processing; Contract Administrator Service code 12 | — | $174K |
| CONDUENT CONSULTANTS EIN 13-3954297 NONE | Direct payment from the plan; Consulting (general); Actuarial Service code 11 | — | $104K |
| GALLAGHER FIDUCIARY ADVISORS EIN 13-3406417 NONE | Direct payment from the plan; Investment management Service code 28 | — | $95K |
| BREDHOFF & KAISER EIN 52-0969534 NONE | Legal; Direct payment from the plan Service code 29 | — | $51K |
| SALTER & COMPANY LLC EIN 20-8078757 NONE | Accounting (including auditing) Service code 10 | — | $37K |
| BANK OF NY MELLON EIN 13-5160382 NONE | Custodial (securities); Direct payment from the plan Service code 19 | — | $34K |
| THOMAS BRAUN EIN 26-1860594 COMMITTEE MEMBER | Direct payment from the plan; Trustee (individual) Service code 20 | — | $29K |
| CHARLES PIPER COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | — | $24K |
| ANNE BLANTON COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | — | $24K |
| THOMAS HAYHURST COMMITTEE MEMBER | Direct payment from the plan; Trustee (individual) Service code 20 | — | $24K |
| JAMES DWORKIN COMMITTEE MEMBER | Direct payment from the plan; Trustee (individual) Service code 20 | — | $23K |
| WELLINGTON MANAGEMENT COMPANY NONE | Investment management fees paid directly by plan; Direct payment from the plan Service code 50 | — | $19K |
| S. HOWARD KLINE EIN 27-1195748 COMMITTEE MEMBER | Trustee (individual); Direct payment from the plan Service code 20 | — | $14K |
| COMERCIA EIN 26-1860594 NONE | Investment management; Direct payment from the plan Service code 28 | — | $13K |
| HARVEY NATHAN COMMITTEE MEMBER | Direct payment from the plan; Trustee (individual) Service code 20 | — | $6K |
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 | 381 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3,713 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 291 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 4,385 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HIGHMARK, INC. | 2,569 | $3.8M |
| Prescription drug(2 contracts, 2 carriers) | HIGHMARK, INC. | 2,569 | $3.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,569 | — |
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.